Phellipe Santos Location
San Francisco, CA, US
Phellipe Santos Work
- 2026 - now Business Development Officer @ Three Bell Capital
- 2024 - 2024 Senior Financial Advisor @ Grant Private Wealth Management
- 2021 - 2023 Planning Consultant - Financial Planning and Investment Advisory @ Fidelity Investments
- 2020 - 2021 Relationship Manager - Financial Planning and Investment Advisory @ Fidelity Investments
- 2019 - 2020 Financial Representative @ Fidelity Investments
- 2018 - 2019 Associate Vice President – Private Client Sales and Service @ Fisher Investments
- 2013 - 2018 Investment Associate, Wealth Management – Institutional and Private Client @ Fisher Investments
- 2012 - 2013 Junior Associate @ Fisher Investments
Phellipe Santos Education
- Sacred Heart Cathedral Preparatory
Diploma
- Santa Clara University
Bachelor of Science (Commerce; Finance)
Phellipe Santos Skills
- Leadership
- PowerPoint
- Social Media
- Vehicles
- Public Speaking
- Salesforce.com
- Sales
- conversational French
- Event Planning
- Financial Modeling
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 Diploma @ Sacred Heart Cathedral Preparatory. 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.
5 free lookup(s).
Looking for a different Phellipe Santos?
Find contact details for 700 million professionals.
Top Three Bell Capital Employees
-
Andre Huaman
Managing Partner at Three Bell Capital
Los Altos, CA, US24 -
Eric Patterson
Chief Investment Officer - Co-Founder at Three Bell Capital
California, United States23 -
Jeff Larsen
Director, Retirement Plan Services at Three Bell Capital
California, United States23 -
Dean Somes
Senior Portfolio Manager at Three Bell Capital
Dallas, TX, US24 -
Josh Scheibley
Senior Retirement Plan Consultant at Three Bell Capital
California, United States1 -
Andre Huaman
Managing Partner at Three Bell Capital
Los Altos, California, United States23 -
Phellipe Santos
Business Development Officer at Three Bell Capital
San Francisco, CA, US33 -
Connor Delfelder
Wealth Management Operations Coordinator at Three Bell Capital
Kansas City, MO, US21 -
Rose Olano
Client Services Associate at Three Bell Capital
Metro Manila, Philippines1
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
