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James Phillips Location
Miami Beach, FL, US
James Phillips Work
President and CEO @ (December 2002 - Present)
Chairman and CEO @ (July 2014 - July 2015)
Managing Principal and CIO @ Oberlin Wealth Partners, LLC (January 2013 - February 2015)
EVP and CIO @ MyCFO (January 2000 - January 2002)
SVP and Mgr @ Bank of America Private Bank (January 1995 - January 1999)
VP @ First Interstate Bank of California (January 1985 - January 1995)
James Phillips Education
Middlebury College
Bachelor's degree (Economics and French)
1974-1978
Columbia University Foreign Studies Program - Paris, France 1977
Cannon Trust School
Certified Trust and Financial Advisor (Trust, Estates and Tax)
James Phillips Skills
Alternative Investments
Asset Management
Asset Managment
Business Development
Entrepreneurship
Equities
Executive Management
Finance
Financial Modeling
Hedge Funds
Investment Advisory
Investments
Mergers
Mergers & Acquisitions
New Business Development
Portfolio Management
Private Equity
Real Estate
Risk Management
Start-ups
Strategic Partnerships
Strategic Planning
Venture Capital
Wealth Management
Start Ups
Mergers and Acquisitions
Process Improvement
Microsoft Excel
Program Management
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 Alternative Investments, Asset Management, Asset Managment, Business Development, Entrepreneurship and more. James Phillips has 1 emails and 4 mobile phone numbers on RocketReach.
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