Phil Merlin Email & Phone Number
Associate Director of Development @ Bonefish & Tarpon Trust
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Phil Merlin Location
- West Palm Beach, FL, US
Phil Merlin Work
- 2025 -now Associate Director of Development @
- 2024 -2025 Regional Representative @
- 2020 -2023 Director Of Partnerships and Gift Planning @
- 2017 -2018 Home Lending Advisor @
- 2016 -2017 Senior Mortgage Specialist @
- 2001 -2016 Options Trader @ Self-employed
- 1995 -2001 Second Vice President @
Phil Merlin Education
- University of Colorado Boulder
Bachelor's degree (Economics)
1982-1986
Phil Merlin Skills
- Banking
- Real Estate
- Portfolio Management
- Investments
- Asset Management
- Mutual Funds
- Fixed Income
- Securities
- Financial Services
- Equities
- Risk Management
- Alternative Investments
- Finance
- Financial Modeling
- Hedge Funds
- Private Equity
- Valuation
Phil Merlin Summary
- Phil Merlin, based in West Palm Beach, FL, US, is currently a Associate Director of Development at Bonefish & Tarpon Trust. Phil Merlin brings experience from previous roles at Bonefish & Tarpon Trust, Lake Forest College, JPMorgan Chase & Co. and Wintrust Mortgage. Phil Merlin holds a 1982 - 1986 Bachelor's degree in Economics @ University of Colorado Boulder. With a robust skill set that includes Banking, Real Estate, Portfolio Management, Investments, Asset Management and more. Phil Merlin has 3 emails and 2 mobile phone numbers on RocketReach.
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Phil Merlin
Associate Director of Development
West Palm Beach, FL, US
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