Philip Scanlon

Philip Scanlon is a seasoned financial services professional renowned for his proficiency in wholesale distribution and client management. He boasts a wealth of experience in various financial products including Alternative Investments, ETF/Mutual Fund Model Portfolios, Separately Managed Accounts (SMAs), and Retirement Plans. Philip's expertise lies in Channel Management, Wholesaling, Relationship Management, and Closing. He pursued his studies in Finance, acquiring an MBA from Fordham Gabelli School of Business and a BSC in Finance from Santa Clara University. Throughout his career, Philip has held notable positions such as Vice President at Merlyn ETFs, Vice President of Sales at iSelect Fund, Regional Investment Consultant/External Wholesaler at S&P Global, Wholesaler at Terra Capital Partners, Regional Sales Director at SIP America, Financial Advisor at VALIC, Business Development Specialist at Fidelity Investments, and Client Relations Manager at ING.