James Phillips Email & Phone Number
President and CEO @ Pegasus Capital Management LLC
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James Phillips Location
- Miami Beach, FL, US
James Phillips Work
- 2002 -now President and CEO @
- 2014 -2015 Chairman and CEO @
- 2013 -2015 Managing Principal and CIO @ Oberlin Wealth Partners, LLC
- 2000 -2002 EVP and CIO @ MyCFO
- 1995 -1999 SVP and Mgr @ Bank of America Private Bank
- 1985 -1995 VP @ First Interstate Bank of California
James Phillips Education
- Middlebury College
Bachelor's degree (Economics and French)
1974-1978 - Cannon Trust School
Certified Trust and Financial Advisor (Trust, Estates and Tax)
1977 - Columbia University Foreign Studies Program - Paris, France 1977
James Phillips Skills
- Investments
- Strategic Planning
- Venture Capital
- Mergers
- Wealth Management
- Private Equity
- Hedge Funds
- Asset Managment
- Alternative Investments
- Real Estate
- Investment Advisory
- Strategic Partnerships
- Portfolio Management
- Finance
- New Business Development
- Risk Management
- Mergers & Acquisitions
- Start-ups
- Entrepreneurship
- Equities
- Asset Management
- Executive Management
- Start Ups
- Mergers and Acquisitions
- Process Improvement
- Microsoft Excel
- Program Management
- Financial Modeling
- Business Development
James Phillips Summary
- James Phillips, based in Miami Beach, FL, US, is currently a President and CEO at Pegasus Capital Management LLC. James Phillips brings experience from previous roles at Lifestyle Lift, Oberlin Wealth Partners, LLC, MyCFO and Bank of America Private Bank. James Phillips holds a 1974 - 1978 Bachelor's degree in Economics and French @ Middlebury College. With a robust skill set that includes Investments, Strategic Planning, Venture Capital, Mergers, Wealth Management and more. James Phillips has 1 emails and 4 mobile phone numbers on RocketReach.
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