Phil Joseph

Phil Joseph, MBA, has extensive experience in the financial services industry, currently serving in Variable Life Product Management at New York Life Investments since July 2016. Responsibilities include VUL product development, compliance with regulatory requirements, and collaboration with various internal teams to enhance investment products and support systems. Prior to this role, Phil worked as an Investment Consultant at New York Life, conducting investment and retirement strategy seminars across multiple states. Phil's earlier experience includes serving as a Regional Private Banker at Wells Fargo Advisors from July 2010 to 2016. Phil holds an MBA in Finance from Northeastern University and a Bachelor's degree in Business/Managerial Economics from The State University of New York.