Phillip Napolitano

Phillip Napolitano has over 20 years of experience in the financial services industry. From 1998 to 1999, they worked as a Client Manager at Financial Data Planning, where they designed resource requirement plans, collaborated with client support teams, and provided training on customized systems. From 1990 to 2001, Phillip served as a Consultant at Geoge Beram & Company, Inc, where they managed client relationships, reviewed recordkeeping of participant accounts, and prepared benefit statements and manuals. Phillip then joined Northeast Retirement Services, Inc. in 2001 as Vice President of Operations and Client Services, overseeing business and financial reports, project timelines, and administrative functions. Additionally, they designed systems for donor accounting and participant plan information tracking, and ensured project objectives were met.

Phillip Napolitano obtained a Bachelor of Science degree in Computer Science from Suffolk University, during the years 1981 to 1984.