Phellipe Santos Email & Phone Number
Business Development Officer @ Three Bell Capital
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Phellipe Santos Location
- San Francisco, CA, US
Phellipe Santos Work
- Business Development Officer @ (February 2026 - Present)
- Senior Financial Advisor @ (January 2024 - March 2024)
- Planning Consultant - Financial Planning and Investment Advisory @ (August 2021 - July 2023)
- Relationship Manager - Financial Planning and Investment Advisory @ (August 2020 - August 2021)
- Financial Representative @ (October 2019 - August 2020)
- Associate Vice President – Private Client Sales and Service @ (January 2018 - October 2019)
- Investment Associate, Wealth Management – Institutional and Private Client @ (June 2013 - January 2018)
- Junior Associate @ (July 2012 - June 2013)
Phellipe Santos Education
- Santa Clara University
Bachelor of Science (Commerce; Finance)
- Sacred Heart Cathedral Preparatory
Diploma
Phellipe Santos Skills
- Leadership
- PowerPoint
- Social Media
- Vehicles
- Public Speaking
- Salesforce.com
- Sales
- conversational French
- Event Planning
- Financial Modeling
- Data Analysis
- Conversational Japanese
- Investments
- Market Research
- Excel
- Team Leadership
- Finance
- Google Docs
- Financial Services
- Microsoft Office
- Microsoft Access
- Microsoft Word
- Marketwatch.Com
- Bloomberg Terminal
- Microsoft Excel
- Marketing
- Bondsonline.Com
- Social Networking
- Time Management
- Microsoft Outlook
- Critical Thinking
- Stock Picking
- Financial Analysis
- Portuguese
- Social Media Marketing
- Management
- Teamwork
- Adobe InDesign
- Financial Reporting
- Research
- Marketing Strategy
- Word
- Wsj.Com
- Fred
- Financial Markets
- Access
Phellipe Santos Summary
- Phellipe Santos, based in San Francisco, CA, US, is currently a Business Development Officer at Three Bell Capital. Phellipe Santos brings experience from previous roles at Grant Private Wealth Management and Fidelity Investments. Phellipe Santos holds a Bachelor of Science in Commerce; Finance @ Santa Clara University. With a robust skill set that includes Leadership, PowerPoint, Social Media, Vehicles, Public Speaking and more. Phellipe Santos has 3 emails and 1 mobile phone numbers on RocketReach.
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