Eric Philips Email & Phone Number
Financial Planner @ Sugarloaf Wealth Management
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Eric Philips Location
- Alpharetta, GA, US
Eric Philips Work
- 2026 -now Financial Planner @
- 2024 -2025 Associate Financial Planner @
- 2023 -2024 Financial Advisor @
- 2023 -2024 Financial Advisor @
- 2022 -2023 Financial Advisor @ J.P. Morgan Securities, LLC
- 2021 -2022 Private Client Banker, Assistant Vice President @
- 2019 -2021 Account Manager @
- 2018 -2019 Trader, Business Analyst, Registered Client Service Representative @
- 2016 -2018 Client Services Associate @
- 2016 -2016 Registered Representative @
- 2015 -2016 Banker @
- 2014 -2015 Financial Advisor @
- 2012 -2014 Engineer Technician @ A. P. C. and E. Co., Inc.
- 2013 -2013 Nancy Miester Campaign Development Manager @ Multilateral Motions Consulting, LLC
- 2012 -2012 Development Intern @
- 2011 -2012 Chapter President @
- 2011 -2012 Alabama College Out-Reach Director, 3rd Congressional District Coordinator, and Auburn Team Captain @ Presidential campaign committee
Eric Philips Education
- The University of Georgia
CFP® Certification Education Program (Terry College of Business)
2021-2022 - Auburn University
Bachelor of Arts (B.A.) (PSYCHOLOGY)
2007-2012
Eric Philips Skills
- Event Planning
- Grassroots Organizing
- Great
- Management
- Microstation
- Stormwater Management
- Sales
- Sales Management
- Has Errors
- Net
- Engineering
- Civil Engineering
- Leadership
- Project Management
- Government
- PowerPoint
- Microsoft Office
- Strategic Planning
- Drainage
- Public Speaking
- Customer Service
- Surveying
- Services
- AutoCAD
- Training
- Financial Services
- Research
- Construction
- Proposal Writing
Eric Philips Summary
- Eric Philips, based in Alpharetta, GA, US, is currently a Financial Planner at Sugarloaf Wealth Management. Eric Philips brings experience from previous roles at Sugarloaf Wealth Management, Commonwealth Financial Network, A Better Financial Group, Inc. and J.P. Morgan Securities, LLC. Eric Philips holds a 2021 - 2022 CFP® Certification Education Program in Terry College of Business @ The University of Georgia. With a robust skill set that includes Event Planning, Grassroots Organizing, Great, Management, Microstation and more. Eric Philips has 1 emails and 1 mobile phone numbers on RocketReach.
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