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Drew Phillips Location
San Diego, CA, US
Drew Phillips Work
Vice President of Business Development and Platform Strategy @ (July 2023 - Present)
Partner @ (July 2023 - Present)
CFO Advisor @ (February 2018 - January 2025)
Finance and Underwriting @ (September 2016 - February 2018)
Transaction Advisory Services @ (January 2015 - June 2016)
Consultant- Advisory Services @ (January 2014 - December 2014)
Tutor @ Appalachian State University (August 2012 - August 2013)
Intern @ (January 2013 - April 2013)
Drew Phillips Education
Appalachian State University
Bachelor's degree (Finance and Banking)
Appalachian State University
Bachelor's degree (Accounting)
Drew Phillips Skills
mergers & acquisitions
buy-side
sell side
financial analysis
management
private equity
due diligence
financial statements
finance
financial modeling
financial accounting
excel models
gaap
auditing
financial reporting
accounting
databases
microsoft excel
database design
investments
microsoft office
customer service
powerpoint
leadership
microsoft word
time management
Buy Side
Mergers and Acquisitions
Drew Phillips Summary
Drew Phillips, based in San Diego, CA, US, is currently a Vice President of Business Development and Platform Strategy at Practice Orbit. Drew Phillips brings experience from previous roles at PracticeCFO, MedImpact Healthcare Systems, Inc. and Dixon Hughes Goodman LLP. Drew Phillips holds a Bachelor's degree in Finance and Banking @ Appalachian State University. With a robust skill set that includes mergers & acquisitions, buy-side, sell side, financial analysis, management and more. Drew Phillips has 3 emails and 1 mobile phone numbers on RocketReach.
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