Adam Phillips Email & Phone Number
Managing Director, Investments @ EP Wealth Advisors
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Adam Phillips Location
- Torrance, CA, US
Adam Phillips Work
- 2024 -now Managing Director, Investments @
- 2021 -2024 Managing Director, Portfolio Strategy @
- 2016 -2021 Director of Portfolio Strategy @
- 2014 -2016 Senior Vice President - Investment Strategist @
- 2005 -2014 Senior Portfolio Manager @
Adam Phillips Education
- UCLA Anderson School of Management
Master of Business Administration (Executive MBA Program) (Investment Finance Association (IFA) - Member)
2013-2015 - University of Southern California - Marshall School of Business
BS (Business Administration)
2001-2005
Adam Phillips Skills
- Financial Modeling
- Microsoft Office
- Public Speaking
- Leadership
- Planning
- Marketing
- Business Strategy
- Strategic Planning
- Investment Management
Adam Phillips Summary
- Adam Phillips, based in Torrance, CA, US, is currently a Managing Director, Investments at EP Wealth Advisors. Adam Phillips brings experience from previous roles at EP Wealth Advisors and City National Rochdale. Adam Phillips holds a 2013 - 2015 Master of Business Administration (Executive MBA Program) in Investment Finance Association (IFA) - Member @ UCLA Anderson School of Management. With a robust skill set that includes Financial Modeling, Microsoft Office, Public Speaking, Leadership, Planning and more. Adam Phillips has 2 emails and 1 mobile phone numbers on RocketReach.
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