Philip J. Raymond Jr. CLF, CLU,
ChFC®
Professional History
40+ Years of experience in the financial services industry in corporate and
first line field
sales and marketing management.
• Field Agency leader of
several major financial service organizations; built and grew
profitable
distribution.
• Created Professional Advisors Alliance and Strategic Advisors
Alliance and has conducted
more than 300 CPE seminars and 1500 individual
presentations in 24 states for Penn
Mutual, Nationwide Financial Network and
The Mony Group (Trusted Advisors).
• Developed relationships and partnerships
in financial services with 205+ CPA , Property
& Casualty, and Law
Firms.
• Worked as a consultant and provided consulting services to a
specialized broker dealer,
financial services distribution and brokerage
general agents with 250+ CPA reps.
Penn Mutual (Retired)
National Director of Strategic
Alliances - Professional Advisors Alliance
Responsible for design,
management and implementation of Professional Advisors
Alliance (PAA), a
comprehensive marketing based market access and practice
development
partnership program designed to increase experienced agent productivity,
and
attract high quality new experienced recruits.
Managing
Director
RALEIGH, NORTH CAROLINA
MarketAccessAdvisor
Founder
Consulting practice that
worked with financial services professionals, independent broker
dealers,
financial institutions, CPAs and BGAs to build successful market
access
partnerships and alternate distribution channels utilizing proven turn
key marketing
process.
Nationwide Financial
Network
Vice President of New Channel Initiatives
Developed
and responsible for CPA, P&C and Elder Law Attorney strategic
alliance
programs.
Education & Registrations
• Bachelor of Arts
• MBA
• Series 6, 7, 22, 24, 63, 65
Personal
• Vietnam Veteran
• Married with 2 children
• 4 grandchildren
•
Resides in Kennett Square, PA
