Greg Phillips Email & Phone Number
Director, Financial Wellness and Employee Education @ Twelve Points Wealth Management
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Greg Phillips Location
- Boston, MA, US
Greg Phillips Work
- 2016 -2019 401(k) Operations @
- 2024 -now Director, Financial Wellness and Employee Education @
- 2019 -2024 Corporate Retirement Plan Consultant and Private Wealth Advisor @
- 2015 -2015 Student Analyst @ URI Student Investment Foundation (RAM Fund)
- 2014 -2014 Intern @ Michael J Chaffee and Associates (Ameriprise)
Greg Phillips Education
- University of Rhode Island
Bachelor of Business Administration (BBA) (Finance)
2012-2016
Greg Phillips Summary
- Greg Phillips, based in Boston, MA, US, is currently a Director, Financial Wellness and Employee Education at Twelve Points Wealth Management. Greg Phillips brings experience from previous roles at Twelve Points Wealth Management, URI Student Investment Foundation (RAM Fund) and Michael J Chaffee and Associates (Ameriprise). Greg Phillips holds a 2012 - 2016 Bachelor of Business Administration (BBA) in Finance @ University of Rhode Island. Greg Phillips has 1 emails and 2 mobile phone numbers on RocketReach.
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