Phillip Brooks Email & Phone Number
Associate-Client Service @ Coastal Bridge Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Phillip Brooks Location
- Memphis, TN, US
Phillip Brooks Work
- Associate-Client Service @
- Associate - Client Services @ (July 2026 - July 2026)
- Client Service Strategists @ (March 2026 - July 2026)
- Service Advisor @ (August 2022 - March 2026)
- Branch Service Advisor @ (July 2021 - August 2022)
- Customer Account Specialist and Team Lead @ (January 2020 - July 2021)
- Senior Customer Account Associate @ (May 2019 - December 2019)
- Client Service Strategists @ (March 2026 - Present)
- Customer Account Associate @ (August 2017 - April 2019)
- Universal Banker @ (September 2016 - August 2017)
- Assistant Office Manager and Universal Banker @ (July 2015 - March 2016)
- Teller and Customer Service Representative @ (February 2012 - June 2015)
- Loan Operations Clerk @ (February 2010 - March 2012)
- Courtsey Clerk and Cashier @ (June 2005 - February 2010)
Phillip Brooks Education
- University of Memphis
Bachelor of Business Administration (BBA) (Marketing/Marketing Management, General)
2008-2012
Phillip Brooks Skills
- Leadership
- Microsoft Office
- Management
- Microsoft Word
- PowerPoint
- Banking
- Marketing
- Microsoft Excel
- Accounting
- Finance
- Customer Service
- Strategic Planning
- Loans
- Financial Analysis
- Sales
Phillip Brooks Summary
- Phillip Brooks, based in Memphis, TN, US, is currently a Associate-Client Service at Coastal Bridge Advisors. Phillip Brooks brings experience from previous roles at Coastal Bridge Advisors, Waddell & Associates and Raymond James. Phillip Brooks holds a 2008 - 2012 Bachelor of Business Administration (BBA) in Marketing/Marketing Management, General @ University of Memphis. With a robust skill set that includes Leadership, Microsoft Office, Management, Microsoft Word, PowerPoint and more. Phillip Brooks has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Phillip Brooks?
Find contact details for 700 million professionals.
Others Named Phillip Brooks
Phillip Brooks
SVP - Head of Enablement Services
New York, NY, US
Phillip Brooks
Chief Executive Officer
Brisbane, QLD, AU
Phillip Brooks
Chief Operating Officer
East Providence, RI, US
Phillip Brooks
Area Business Development Manager
Addison, IL, US
Phillip Brooks Jr.
Project Management Consultant
Chicago, IL, US
Phillip Brooks
Chief Operating Officer
North Port, FL, US
Top Coastal Bridge Advisors Employees
Bill Loftus
Founding Partner
New York, NY, US
David James
Managing Director
Los Angeles, CA, US
Jim Betzig
Partner and CEO at Coastal Bridge Advisors
Milford, CT, US
Jim Pratt-Heaney
Founding Partner
Westport, CT, US
Eric Passeri
Chief Investment Officer- Institutional
New York, NY, US
Mark Dupont
President
Westport, CT, US
Deanna Marcotrigiano
Vice President - Client Service
New York, NY, US
Jana L'Etoile
Partner and Chief Administration Officer
Milford, CT, US
Matthew Gallagher
Partner, Director of Business Development
Milford, CT, US
W Smiley
Managing Partner
Charlotte, NC, US
Erik Wallin
Managing Partner, Senior Wealth Advisor
Hingham, MA, US
Perry Green
Partner, Chief Planning Officer
Memphis, TN, US
Paul Squarcia
Managing Partner
Hingham, MA, US
Patricia Reeves
Chief Administrative Officer
Memphis, TN, US
Bethany Leduc
Vice President Client Services
Naugatuck, CT, US
Bill Garcia
Managing Director, Wealth Platforms
West Haven, CT, US
Matt Gentzkow
Managing Director, Wealth Advisor
Nashville, TN, US
Jeffrey Kalapos
Chief Investment Officer
New York, NY, US
Kevin Burns
Partner, Chairman
Westport, CT, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co