Phillip K.
Vice President Institutional Advancement at Caldwell University
Based in New York, United States
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Seniority
Vp
Department
General Business & Management
Location
New York
Industry
Higher Education
Company size
719
Contact information
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p•••••••@caldwell.edu
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Background
About Phillip K.
Nothing will work unless you do." John Wooden“Don’t be in the business of playing it safe. Be in the business of creating possibilities for greatness.” Bob Iger"It's not whether you get knocked down, it's whether you get up."Vince Lombardi “As iron sharpens iron, so one person sharpens another” Proverbs Executive Management for NPO’sPast: Accomplished Wealth Management Officer with extensive investment management experience. Strong track record as a Portfolio Manager working closely with high net worth individuals, business owners, pension plans, non-profit organizations and endowments. Substantial experience in developing, maintaining, and expanding investment management relationships and providing creative investment solutions. Licenses include Series 7, 6, 63 and life and health insurance. Licensed to practice in New York & New Jersey.Specialties: Non Profit Management and ConsultationCharitable Gift PlanningEndowment PlanningCampaign PlanningCharitable PlanningPhilanthropic PlanningInvestment ManagemerentWealth and Estate Planning
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