Christine Phillips Email & Phone Number
Executive Director @ J.P. Morgan
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Christine Phillips Location
- Tampa, FL, US
Christine Phillips Work
- Executive Director @ (December 2010 - Present)
- Wealth Management Director @ Lydian Bank & Trust (June 2008 - December 2010)
- SVP, Wealth Management @ (September 2001 - May 2008)
- Private Banker @ (August 1987 - August 2001)
Christine Phillips Education
- University of Florida
Bachelor of Science (BS)
1983-1987
Christine Phillips Skills
- Portfolio Management
- Strategic Financial Planning
- Series 63
- Investments
- Banking
- Private Banking
- Asset Management
- Sales
- Credit
- Services
- Investment Advisory
- Asset Allocation
- Insurance
- Financial Analysis
- Financial Services
- Wealth Management
- Financial Planning
- Investment Management
- Wealth Management Services
- Loans
- Customer Service
- Mortgage Lending
- Microsoft Office
- Credit Unions
- Cross Selling
- Consumer Lending
- Loan Origination
- Microsoft Word
- Deposits
- Home Equity Lines of Credit
- Retail Banking
- Credit Analysis
- Residential Mortgages
- Finance
- Accounts Payable
- Microsoft Excel
- Coaching
- Mortgage Banking
- Refinance
- Team Building
- Marketing
- Commercial Lending
- Lines of Credit
- Credit Risk
- Branch Banking
- PowerPoint
- Account Management
- Cash Management
- Personal Banking
- Financial Advisory
- Retirement Planning
- Home Equity Loans
- Home Equity
- Debt Consolidation
- Banking Relationships
- Internet Banking
- Loan Servicing
- Bank Secrecy Act
- Call Centers
- Loan Modifications
- Certificates of Deposit
- IRAs
- 401k
- Opening New Accounts
Christine Phillips Summary
- Christine Phillips, based in Tampa, FL, US, is currently a Executive Director at J.P. Morgan. Christine Phillips brings experience from previous roles at Lydian Bank & Trust, Wachovia Corp and First Union National Bank. Christine Phillips holds a 1983 - 1987 Bachelor of Science (BS) @ University of Florida. With a robust skill set that includes Portfolio Management, Strategic Financial Planning, Series 63, Investments, Banking and more. Christine Phillips has 3 emails and 2 mobile phone numbers on RocketReach.
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