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Kimberly Phillips Location
Raleigh, NC, US
Kimberly Phillips Work
2017 -now Director, Structured Credit Executive @
2015 -2017 Senior Vice President - Private Client Advisor @
2002 -2015 Executive Director @
Kimberly Phillips Education
Fordham University
Bachelor of Science (B.S.) (Finance)
1998-2002
J.P. Morgan Chase - Credit & Risk Structuring Training Program
J.P. Morgan Chase - Middle Market Credit Analyst Training Program
Kimberly Phillips Skills
Banking
Corporate Finance
Estate Planning
Wealth Management
Investment Management
Credit
Relationship Management
Services
Management
Financial Services
Marketing
Leadership
Kimberly Phillips Summary
Kimberly Phillips, based in Raleigh, NC, US, is currently a Director, Structured Credit Executive at Bank of America Private Bank. Kimberly Phillips brings experience from previous roles at U.S. Trust and J.P. Morgan. Kimberly Phillips holds a 1998 - 2002 Bachelor of Science (B.S.) in Finance @ Fordham University. With a robust skill set that includes Banking, Corporate Finance, Estate Planning, Wealth Management, Investment Management and more. Kimberly Phillips has 1 emails and 1 mobile phone numbers on RocketReach.
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