Phil Russell

Senior Consultant at Pointe Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US
Languages
  • English -
Skills

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Jan, 2019
    - Nov, 2024
  • Texas General Lines Agent - Life, Accident, Health, and HMO
    Texas Department of Insurance
    Jul, 2016
    - Nov, 2024
  • Lean Six Sigma Green Belt Certification
    Cameron, a Schlumberger company
  • Series 6 & 63
    North American Securities Administrators Association

Experience

  • Pointe Advisory
    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Senior Consultant
      • 2023 - Present

  • Conn's HomePlus
    • United States
    • Retail
    • 700 & Above Employee
    • Strategic Program Manager
      • 2022 - 2023

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • CFP®, Financial Advisor
      • 2016 - 2022

      - Improved sales by creating and integrating new financial reporting and analysis tools into client presentations. - Identified business development opportunities utilizing CRM and business intelligence software. - Organized and managed business plans and client relationships to exceed sales targets. - Developed new marketing strategy and materials using customer feedback collaborating with industry professionals. - Improved sales by creating and integrating new financial reporting and analysis tools into client presentations. - Identified business development opportunities utilizing CRM and business intelligence software. - Organized and managed business plans and client relationships to exceed sales targets. - Developed new marketing strategy and materials using customer feedback collaborating with industry professionals.

  • Cameron, a Schlumberger company
    • United States
    • Oil and Gas
    • 700 & Above Employee
    • Project Manager
      • 2014 - 2016

      - Directed engineering teams responsible for new product and technology development, producing new revenue streams.- Increased project margin through manufacturing cost reductions, completing project under budget.- Managed cross functional teams of engineers and field service personnel during integration testing, resulting in timely delivery and quality control of projects.

    • Manufacturing Engineer
      • 2010 - 2014

      - Developed existing and new vendors, increasing on-time delivery, reducing manufacturing defects.- Expedited and identified resolution of non-conformances, minimizing schedule impact.- Planned welding and machining capacity for internal facilities and external vendor locations, yielding faster manufacturing times and increased throughput.- Implemented lean manufacturing projects resulting in reduced cycle times, enhanced inventory management, improved employee utilization, and eliminating non-value added time. Show less

Education

  • Louisiana Tech University
    Bachelor of Science (B.S.), Mechanical Engineering
    2007 - 2011
  • The American College of Financial Services
    CFP, Financial Planning and Services

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