Maxwell Phillips Email & Phone Number
Wealth Advisor and Partner @ Channel Wealth
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Maxwell Phillips Location
- Santa Barbara, CA, US
Maxwell Phillips Work
- 2020 -now Wealth Advisor and Partner @
- 2005 -2020 Wealth Manager* @
Maxwell Phillips Education
- University of California, Santa Barbara
Bachelor's degree (Business Economics)
Maxwell Phillips Skills
- Financial Analysis
- Banking
- Investments
- Risk Management
- Management
- Project Management
- Training
- Wealth Management
- Wealth
- Relationship Management
- Pensions
Maxwell Phillips Summary
- Maxwell Phillips, based in Santa Barbara, CA, US, is currently a Wealth Advisor and Partner at Channel Wealth. Maxwell Phillips brings experience from previous roles at Ameriflex Financial Services. Maxwell Phillips holds a Bachelor's degree in Business Economics @ University of California, Santa Barbara. With a robust skill set that includes Financial Analysis, Banking, Investments, Risk Management, Management and more. Maxwell Phillips has 1 emails and 1 mobile phone numbers on RocketReach.
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