Christopher Phillips Email & Phone Number
Wealth Advisor @ TrueWealth Advisors, LLC
5 free lookup(s).
Christopher Phillips Location
- Birmingham, AL, US
Christopher Phillips Work
- 2024 - now Wealth Advisor @
- 2016 - 2024 Director of Advisory Investments @ National Broker Dealer
- 2011 - 2015 Director of Business Development, Portfolio Manager @ National Broker Dealer
- 2010 - 2011 Financial Advisor @
- 2007 - 2010 Financial Advisor @
- 2006 - 2007 Institutional Investment Analyst @
- 2001 - 2005 Financial Analyst and Investment Consultant @ Highland Associates
Christopher Phillips Education
- University of Alabama, Manderson Graduate School of Business
Master of Business Administration - MBA
2002 - 2004 - University of Alabama at Birmingham
Bachelor of Science - BS (Finance, General)
1993 - 1996
Christopher Phillips Skills
- Analytical Skills
- Investments
- Series 7
- Mutual Funds
- Asset Allocation
- Portfolio Management
- Asset Management
- 401k
- Financial Analysis
- Investment Management
- Financial Modeling
- Banking
- Strategic Planning
- Budgets
- Analysis
- Leadership
- Chartered Financial Analyst
- Series 66
- Investment Advisory
- Management
- Business Development
- Support
- SQL
- Development
- Financial Services
- Services
- Sales
- Customer Service
- Microsoft Office
- Resources
Christopher Phillips Summary
- Christopher Phillips, based in Birmingham, AL, US, is currently a Wealth Advisor at TrueWealth Advisors, LLC. Christopher Phillips brings experience from previous roles at National Broker Dealer, Ameriprise Financial and Morgan Stanley. Christopher Phillips holds a 2002 - 2004 Master of Business Administration - MBA @ University of Alabama, Manderson Graduate School of Business. With a robust skill set that includes Analytical Skills, Investments, Series 7, Mutual Funds, Asset Allocation and more. Christopher Phillips has 3 emails and 2 mobile phone numbers on RocketReach.
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Top TrueWealth Advisors, LLC Employees
Christopher Phillips
Wealth Advisor
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Scott Shunnarah
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Birmingham, AL, US
Berry Marshall
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