Philip Wright's Location
Minneapolis, Minnesota, United States
Philip Wright's Work
- Managing Director - Owner @ BrokerBank Securities, Inc.
- Compliance Officer - Brokerbank Securities, Inc and Several Other Firms @ BrokerBank Securities, Inc.
Philip Wright's Education
- Canadian Securities Institute
Fellow ( Finance)
1985 - 1986 - The Institute of Chartered Financial Analysts
CFA Designation - Discontinued - CFA Not used anymore ( Finance)
1987 - 1993 - ICAO
Chartered Accountancy ( CA ) ( Audit, Accounting, Taxation, Passed)
1978 - 1982
- Western University
Bachelor’s Degree ( Honors Degree in Finance, Accounting, Control, Plus several other areas)
1974 - 1978
Philip Wright's Skills
- Creative but sensible financings
- How to structure a small offering
- Making you aware of securities offerings pitfalls and how to avoid them
- SEC Offering Rules
- FINRA Enforcement Actions
- Small Business Help and Referrals
- Quickbooks Desktop and Online
- Keeping costs very very low
- Using Up-to-date Software, Hardware and Networking Gear
- Putting together actionable Term Sheets
Philip Wright's Summary
Philip Wright, based in Minneapolis, Minnesota, United States, is currently a Managing Director - Owner at Brokerbank Securities, Inc., bringing experience from previous roles at Brokerbank Securities, Inc.. Philip Wright holds a 1985 - 1986 Fellow in Finance @ Canadian Securities Institute. With a robust skill set that includes Creative but sensible financings, How to structure a small offering, Making you aware of securities offerings pitfalls and how to avoid them, SEC Offering Rules, FINRA Enforcement Actions and more, Philip Wright contributes valuable insights to the industry. Philip Wright has 1 email on RocketReach.
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Philip Wright
Chief Executive Officer and Chief Creative Officer and Chief Information Officer ppwright@brokerbanksecurities.com at BrokerBank Securities, Inc.
Minneapolis, Minnesota, United States24
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