Phillip Packard in

Phillip Packard

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Director of Business Development at Hicks Pension Group
📍 Hawaii, United States

Phillip Packard is a seasoned Director of Business Development at Hicks Pension Group with over fifteen years of investment industry experience. An alumnus of California State University, Fullerton, with multiple financial certifications, he is described by colleagues as diligent, personable, and intelligent, excelling in sales and service.

Based in Hawaii, Phillip shows a keen interest in the success of the local business community, particularly its vital travel and leisure industries. He believes in fostering a collaborative atmosphere and is committed to continuous professional development, valuing a strong and supportive work ethic.

Unique fact: After establishing his career in Los Angeles, he now dedicates his expertise exclusively to serving the retirement plan needs of the Hawaiian islands.

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Experience
23 Years
Current Role
Director of Business Development
Job Level
Mid-senior
Location
Hawaii, United States
Personality Overview

How Phillip shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Phillip cares about

Retirement Plan Solutions
His career is centered on providing consulting and solutions for 401(k), Defined Benefit, Cash Balance, and other qualified retirement plans to financial advisors and sponsors.
Hawaii's Economy
He shows a distinct focus on the health of the local Hawaiian economy, sharing insights relevant to business owners in the travel and leisure industries.
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Career

Work history

12-2022
Director of Business Development
Hicks Pension Group
2-2017 - 1-2023
Regional Vice President of Sales
The Ryding Company | Your Retirement Plan Company
2015 - 1-2017
Retirement Plan Sales Consultant
Capital Group | American Funds
2012 - 2015
Area Sales Representative
Capital Group | American Funds
2010 - 2012
American Funds Trainer
Capital Group | American Funds
In the press

Media appearances

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Education
Business Administration and Management
California State University, Fullerton
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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