George Phipps Email & Phone Number
Senior Wealth Manager @ Raleigh Wealth Solutions
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George Phipps Location
- Chapel Hill, NC, US
George Phipps Work
- 2024 -now Senior Wealth Manager @
- 2020 -2024 Wealth Advisor @
- 2017 -2020 Planning and Guidance Consultant II @
- 2015 -2017 Planning and Guidance Consultant I @
- 2014 -2015 Operations Analyst @
- 2013 -2014 Trade Operations Analyst Associate II @
- 2003 -2012 Heavy Equipment Operator Supervisor @
George Phipps Education
- Kaplan Professional
CFP® Education Program
2016-2017 - Southern New Hampshire University
Master of Business Administration (M.B.A.) (Finance, General)
2012-2015 - Thomas Edison State University
Bachelor of Arts (B.A.) (History)
2011-2012 - Norwich University
(Architecture)
2003-2007
George Phipps Skills
- Investments
- Financial Services
- Risk Management
- Operations Management
- Account Reconciliation
- 401(k) Retirement Savings Plans
- Data Analysis
- Investment Advisory
- Financial Advisory
- Data Entry
- Microsoft Excel
- Financial Planning
- Construction Management
- Sams E
- Logistics
- Schwab Portfoliocenter
- Microsoft Office
- Microsoft CRM
- Finance
- Heavy Equipment
- Tamarac Advisor Suite
- Customer Service
- Government
- Fedlog
- Research
- Process Improvement
- Databases
- Construction Drawings
- Construction Safety
- OSHA
- Logistics Management
- Leadership
- PowerPoint
- Management
- Supervisory Skills
- Military Training
- Communication
- Strategic Planning
- Microsoft Word
- Civil Drafting
- Outlook
- Analysis
- Earthmoving
- Military
- 401 Retirement Savings Plans
George Phipps Summary
- George Phipps, based in Chapel Hill, NC, US, is currently a Senior Wealth Manager at Raleigh Wealth Solutions. George Phipps brings experience from previous roles at Financial Directions Group, Inc., Fidelity Investments and Tamarac Inc.. George Phipps holds a 2016 - 2017 CFP® Education Program @ Kaplan Professional. With a robust skill set that includes Investments, Financial Services, Risk Management, Operations Management, Account Reconciliation and more. George Phipps has 4 emails and 3 mobile phone numbers on RocketReach.
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Top Raleigh Wealth Solutions Employees
George Phipps
Senior Wealth Manager
Chapel Hill, NC, US
Kenya Holliday
Processing and Client Services Manager
Morrisville, NC, US
Josiah Frost
Processing and Client Service Specialist
Raleigh, NC, US
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