Patrick Phillips Location
San Francisco, CA, US
Patrick Phillips Work
- 2025 - now Financial Advisor @ Fremont Bank
- 2017 - 2025 Financial Advisor @ Merrill Lynch
Patrick Phillips Education
- University of San Francisco
Philosophy
2005 - 2009 - Loyola University Chicago
Philosophy
2002 - 2004 - Bellarmine College Preparatory
High School Diploma/GED
1998 - 2002
Patrick Phillips Skills
- LGBT wealth planning
- Financial Advisory Services
- Business Financial Strategies
- Family Estate Financial Guidance
- Foundations and Trusts
- Investments
- Banking
- Relationship Management
- Management
- Finance
Patrick Phillips Summary
Patrick Phillips, based in San Francisco, CA, US, is currently a Financial Advisor at Fremont Bank. Patrick Phillips brings experience from previous roles at Merrill Lynch Wealth Management. Patrick Phillips holds a 2005 - 2009 Philosophy @ University of San Francisco. With a robust skill set that includes LGBT wealth planning, Financial Advisory Services, Business Financial Strategies, Family Estate Financial Guidance, Foundations and Trusts and more. Patrick Phillips has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Fremont Bank Employees
-
Donald Marek
President at Fremont Bank
Pleasanton, CA, US25+ -
Bradford Anderson
CEO at Fremont Bank
Fremont, CA, US35+ -
Andy Mastorakis
Chief Executive Officer at Fremont Bank
Walnut Creek, CA, US25+ -
25+
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Mike Schlesinger
Chief Performance Officer at Fremont Bank
Oakland, CA, US25 -
Brian Hughes
Executive Vice President at Fremont Bank
California, United States53 -
Melinda Stout
VP of Human Resources at Fremont Bank
San Ramon, CA, US25+ -
Erin McReynolds
Vice President, Marketing at Fremont Bank
California, United States24 -
Ken Jones
SVP, Community Bank Executive at Fremont Bank
California, United States55+ -
Steve Trenkwalder
Vice President, Data Analytics and Secondary Marketing at Fremont Bank
California, United States22 -
23
-
Haruo Tsutsumi
Chief Credit Officer at Fremont Bank
Fremont, CA, US12
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