Jason Philips Email & Phone Number
Senior Vice President, Managing Executive @ FineMark National Bank & Trust
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Jason Philips Location
- Naples, FL, US
Jason Philips Work
- Senior Vice President, Managing Executive @ (July 2022 - Present)
- Senior Vice President, Loan Officer @ (March 2016 - Present)
- Vice President, Private Banker @ (October 2012 - February 2016)
- Vice President, Commercial Banking Relationship Manager @ (July 2005 - October 2012)
- Assistant Vice President, Branch Manager @ (May 2004 - July 2005)
- Senior Account Executive @ (June 2002 - May 2004)
- General Manager @ Philips Enterprises (May 1998 - June 2002)
Jason Philips Education
- William Woods University
MBA
2004-2005 - University of Missouri-Columbia
BSBA (Management)
1996-2001
Jason Philips Skills
- Account Planning
- Thinking Skills
- Strategic Thinking
- Relationship Building
- Key Accounts
- Client Relations
- Account Management
- Retail
- Financial Advisory
- Real Estate Financing
- Financial Goals
- Lending
- Banking
- Credit
- Loans
- Portfolio Management
- Compliance
- Analysis
- Risk
- Customer Relations
- Asset
- Customer Service
- Real Estate
- Mortgage
- Mortgage Lending
- Commercial Banking
- Investments
- Risk Management
- Financial Risk
- Financial Services
- Finance
- Management
- Customer Relationship Management (CRM)
- Microsoft Excel
- Financial Analysis
- Wealth Management
- Regulatory Compliance
- Asset Management
- Sales
- Marketing
- Financial Modeling
- Microsoft Office
- Microsoft Word
- Microsoft PowerPoint
- Underwriting
- Financial Planning
- Cash Management
- Business Development
- Strategic Planning
- Sales Management
- Research
- Customer Relationship Management Crm
- Customer Relationship Management
Jason Philips Summary
- Jason Philips, based in Naples, FL, US, is currently a Senior Vice President, Managing Executive at FineMark National Bank & Trust. Jason Philips brings experience from previous roles at FineMark National Bank & Trust and The Private Client Reserve of U.S. Bank. Jason Philips holds a 2004 - 2005 MBA @ William Woods University. With a robust skill set that includes Account Planning, Thinking Skills, Strategic Thinking, Relationship Building, Key Accounts and more. Jason Philips has 2 emails and 1 mobile phone numbers on RocketReach.
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