Phil Bollin joined Bowling Green State University as an adjunct instructor in the Finance department in August of 2018. Mr. Bollin founded his own fee-only financial planning and wealth management firm in 2004. Mr. Bollin earned his Certified Financial Planner™ designation in 2008. He received his Master of Business Administration degree from the University of Michigan in 2000 and his Bachelor of Electrical Engineering degree from the University of Detroit in 1993.
Mr. Bollin previously taught in the Finance department at the University of Toledo from 2016 until 2018. He also works with the Department of Defense to provide education and personal financial counseling to military service members around the Midwest. Mr. Bollin has published several financial planning articles in the Wall Street Journal Market Watch, Toledo Business Journal, Maumee Mirror and Toledo Business Review.
Prior to joining the financial services industry, Mr. Bollin worked in the Information Technology Management Consulting industry for Electronic Data Systems, Ernst & Young, and PriceWaterhouse Coopers. His current community involvement includes the position of President of the Rotary Club of Perrysburg for the 2019-2020 year, and serving on the Finance Committee for Notre Dame Academy in Toledo, OH. He has served on various business, community, school and church boards in the past and has coached youth athletics including softball, volleyball and basketball. Mr. Bollin currently serves as Notre Dame Academy's varsity softball announcer and scorekeeper.
Certificate in Financial Planning, Boston University, Boston, MA, 2008
MBA, The University of Michigan, Ann Arbor, MI, 2000
Studies concentrated in Finance, Corporate Strategy and Organizational Behavior
Bachelor of Electrical Engineering, The University of Detroit, Detroit, MI, 1993
Bowling Green State University, Adjunct Instructor Finance, Bowling Green, OH (2018 - Present)
Instructor for FIN 4130, Personal Financial Planning
University of Toledo, Adjunct Instructor Finance, Toledo, OH (2016 - 2018)
Instructor for BUAD 3040, Principles of Financial Management
Bollin Wealth Management, President, Perrysburg, OH (2004 – Present)
Founder and president of Bollin Wealth Management, a fee-only financial planning and investment advisory firm. We provide comprehensive financial planning and wealth management solutions for individuals, institutions and business entities utilizing low-cost and tax efficient investment strategies.
Zeiders Enterprises, Perrysburg, OH (2013 - Present)
Provide education and personal counseling in financial matters for active, reserve and national guard military members across the Midwest.
UBS Financial Services, Financial Advisor, Toledo, OH (2002 – 2004)
Provided investment strategies and financial plans for clients using investment products and solutions provided by UBS Financial Services.
Root Learning, Account Manager, Maumee, OH (2000 – 2002)
Led project teams working with senior leaders of Fortune 1000 companies to develop and implement strategic learning, communication and employee-alignment solutions. Clients included American Express, Citigroup, CNA Insurance, Deutsche Bank, Dresdner Bank, the Hong Kong Government, JP Morgan Chase, TransUnion and the U.K. Post Office.
McKinley Associates, Senior Project Manager, Ann Arbor, MI (1999 – 2000)
Managed IT department software and hardware implementations and upgrades for Ann Arbor based real estate investment firm.
PriceWaterhouse Coopers, Senior Consultant, Southfield, MI (1998 – 1999)
Consulted with clients in the energy industry to ensure customer-billing software systems were Y2K compliant.
Ernst & Young, Senior Consultant, Detroit, MI (1997 – 1998)
Consulted with clients in various industries on software development, testing and system implementation projects.
Electronic Data Systems, Engineering Systems Engineer, Troy, MI (1994 – 1997)
IT project manager managing systems implementations and upgrades for General Motors North American Operations' manufacturing plants and research centers.
Ingersoll Rand, Farmington Hills, MI (1993 – 1994)
Designed electrical control enclosures for OEM manufacturing components used in automotive assembly facilities.
Updated: 05/19/2022 09:50AM