Jay Phillips Email & Phone Number
Financial Analyst @ Colorado Wealth Group
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Jay Phillips Location
- Denver, CO, US
Jay Phillips Work
- 2019 - now Financial Analyst @
- 2018 - 2019 Technician, Annuity Commissions @
- 2017 - 2018 Senior Operations Specialist, Life Insurance Commissions @
- 2016 - 2017 Operations Specialist, Annuities and Insurance @
- 2015 - 2015 Financial Services Representative (Intern) @
Jay Phillips Education
- Saint Louis University
Bachelor of Science - BS (Finance)
2012 - 2016
Jay Phillips Skills
- PowerPoint
- Microsoft Office
- Microsoft Excel
- Public Speaking
- Social Media
- Leadership
- Critical Thinking
- Communication
- Time Management
- Teamwork
- Strategic Planning
- Creative Strategy
- Finance
- Team Leadership
- Data Analysis
- Team Building
- Financial Analysis
- Business Development
- Investments
- Organizational Development
Jay Phillips Summary
- Jay Phillips, based in Denver, CO, US, is currently a Financial Analyst at Colorado Wealth Group. Jay Phillips brings experience from previous roles at Stifel Financial Corp. and MassMutual St. Louis. Jay Phillips holds a 2012 - 2016 Bachelor of Science - BS in Finance @ Saint Louis University. With a robust skill set that includes PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Social Media and more. Jay Phillips has 1 emails on RocketReach.
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Top Colorado Wealth Group Employees
Jacob Ray
Partner, CCO and Director of Financial Planning
Denver, CO, US
Bruce Larsen
Senior Financial Planner
Englewood, CO, US
Jay Phillips
Financial Analyst
Denver, CO, US
Matthew Conley
Operations Coordinator
Denver, CO, US
Ian Snedden
Head of Tax and Accounting
Denver, CO, US
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