Mary Phillips Email & Phone Number
Managing Director @ Oyster Consulting, LLC
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Mary Phillips Location
- Charleston, SC, US
Mary Phillips Work
- 2022 -now Managing Director @
- 2018 -2022 Associate Director @
- 2004 -2015 Senior Vice President and Client Services Director @
- 1985 -2004 Senior Vice President and Margin IRA Manager @ Bank of New York (BNY) Clearing Services (formerly EVEREN Securities)
Mary Phillips Education
- University of Wisconsin-Milwaukee
Mary Phillips Skills
- Relationship Management
- Risk Management
- Management
- Leadership
- Financial Analysis
- Training
- Recruiting
- Portfolio Management
- Financial Services
- Equities
- Finance
- Process Improvement
- Asset Management
- Asset Allocation
- Retirement Planning
- Financial Planning
- Investment Advisory
- Team Building
- Strategic Planning
- Microsoft Word
- Change Management
- Customer Service
- Business Process Improvement
- Business Strategy
- Project Management
- Wealth Management
Mary Phillips Summary
- Mary Phillips, based in Charleston, SC, US, is currently a Managing Director at Oyster Consulting, LLC. Mary Phillips brings experience from previous roles at Oyster Consulting, LLC, Baird and Bank of New York (BNY) Clearing Services (formerly EVEREN Securities). Mary Phillips holds a University of Wisconsin-Milwaukee. With a robust skill set that includes Relationship Management, Risk Management, Management, Leadership, Financial Analysis and more. Mary Phillips has 1 mobile phone numbers on RocketReach.
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