Katherine Phillips's Location
Kirkland, WA, US
Katherine Phillips's Work
- Partner @ Open Advisors, LLC
- Wealth Advisor @ Confluence Wealth Management
- Financial Advisor @ Wells Fargo Advisors
Katherine Phillips's Education
- Babson College - Franklin W. Olin Graduate School of Business
MBA (Masters in Business)
2008 - 2010 - Graduate School of Management St. Petersburg State University
Master of Business Administration (M.B.A.) (International Business)
2010 - 2010 - Università degli Studi di Macerata
Bachelor’s Degree (Fine and Studio Arts)
2005 - 2006
- University of Oregon
Bachelor of Art (Arts)
2003 - 2005
Katherine Phillips's Skills
- Insurance
- Retirement Planning
- Marketing
- Investments
- Strategy
- Finance
- Sales
- Life Insurance
- Mutual Funds
- Entrepreneurship
Katherine Phillips's Summary
Katherine Phillips, based in Kirkland, WA, US, is currently a Partner at Open Advisors, LLC, bringing experience from previous roles at Confluence Wealth Management and Wells Fargo Advisors. Katherine Phillips holds a 2008 - 2010 MBA in Masters in Business @ Babson College - Franklin W. Olin Graduate School of Business. With a robust skill set that includes Insurance, Retirement Planning, Marketing, Investments, Strategy and more, Katherine Phillips contributes valuable insights to the industry. Katherine Phillips has 2 emails and 1 mobile phone number on RocketReach.
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