Phil Loftus's Location
Albany, New York, United States
Phil Loftus's Work
- Financial Advisor @ Edward Jones
- Vice President Senior Advisor Consultant @ Franklin Templeton Investments
- Regional Vice President @ Fisher Investments
- Senior Financial Advisor @ Merrill Lynch
Phil Loftus's Education
- Saint Michael's College
Bachelor of Science (Business)
Phil Loftus's Skills
- Process Improvement
- Strategy
- Management
- Marketing
- Business Analysis
- Project Management
- Strategic Communications
- Alternative Investments
- ETFs
- Municipal Bonds
Phil Loftus's Summary
Phil Loftus, based in Albany, New York, United States, is currently a Financial Advisor at Edward Jones, bringing experience from previous roles at Franklin Templeton Investments, Fisher Investments and Merrill Lynch. Phil Loftus holds a Bachelor of Science in Business @ Saint Michael's College. With a robust skill set that includes Process Improvement, Strategy, Management, Marketing, Business Analysis and more, Phil Loftus contributes valuable insights to the industry. Phil Loftus has 1 email and 1 mobile phone number on RocketReach.
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