Phil Jo Location
- Pasadena, CA, US
Phil Jo Work
- 2021 - now Director of Finance @
- 2014 - 2021 Financial Analyst @
- 2007 - 2013 Senior Portfolio Accounting Administrator @
- 2006 - 2007 Senior Accountant @
- 2005 - 2006 Fund Accountant @
- 1999 - 2005 Financial Information Manager @
Phil Jo Education
- Boston University
Graduate Certificate (Finance)
2001 - 2004 - University of Massachusetts Dartmouth
BS (Marketing)
1994 - 1998
Phil Jo Skills
- Equities
- Financial Analysis
- Bonds
- Analysis
- Strategic Planning
- Bloomberg
- Mutual Funds
- Hedge Funds
- Fixed Income
- Asset Managment
- Securities
- Derivatives
- Asset Management
- Finance
- Investments
- Portfolio Management
- Trading
- Alternative Investments
- Valuation
- Account Reconciliation
- Banking
- Asset Allocation
Phil Jo Summary
- Phil Jo, based in Pasadena, CA, US, is currently a Director of Finance at THE ROSE HILLS FOUNDATION. Phil Jo brings experience from previous roles at THE ROSE HILLS FOUNDATION, Nuveen Investments, Tenet Healthcare and Western Asset Management. Phil Jo holds a 2001 - 2004 Graduate Certificate in Finance @ Boston University. With a robust skill set that includes Equities, Financial Analysis, Bonds, Analysis, Strategic Planning and more. Phil Jo has 2 emails and 1 mobile phone numbers on RocketReach.
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