Philip Floyd Email & Phone Number
Financial Planner @ Worth Asset Management
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Philip Floyd Location
- Dallas, TX, US
Philip Floyd Work
- 2021 -now Financial Planner @
- 2016 -2021 Advisor @
- 2016 -2021 Financial Advisor @
- 2014 -2015 Senior Managing Advisor @
- 2006 -2013 Financial Advisor @
- 2000 -2006 Premium Financial Planning @
- 1990 -1994 Infantry @
Philip Floyd Education
- University of North Texas
Bachelor of Business Administration (BBA) (Finance, General)
1994-1998 - Plano Sr High School
Philip Floyd Skills
- Cognos
- Analysis
- Change Management
- Planning
- EDI
- RPG
- Integration
- IBM iSeries
- Visio
- Business Analysis
- Software Documentation
- Cross-functional Team Leadership
- Customer Service
- Databases
- ERP
- IT Management
- SDLC
- Venture Capital
- Leadership
- Investments
- Risk Management
- Series 7
Philip Floyd Summary
- Philip Floyd, based in Dallas, TX, US, is currently a Financial Planner at Worth Asset Management. Philip Floyd brings experience from previous roles at Money Matters with Ken Moraif, Retirement Planners of America, FORVIS and Smith Anglin Financial / HD Vest. Philip Floyd holds a 1994 - 1998 Bachelor of Business Administration (BBA) in Finance, General @ University of North Texas. With a robust skill set that includes Cognos, Analysis, Change Management, Planning, EDI and more. Philip Floyd has 2 emails and 3 mobile phone numbers on RocketReach.
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