Phil Jo Email & Phone Number
Director of Finance @ THE ROSE HILLS FOUNDATION
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Phil Jo Location
- Pasadena, CA, US
Phil Jo Work
- Director of Finance @ (December 2021 - Present)
- Financial Analyst @ (July 2014 - December 2021)
- Senior Portfolio Accounting Administrator @ (April 2007 - October 2013)
- Senior Accountant @ (April 2006 - April 2007)
- Fund Accountant @ (April 2005 - April 2006)
- Financial Information Manager @ (January 1999 - March 2005)
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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