Wealth Management Intern @ (June 2009 - August 2009)
Mutual Funds Operations Intern @ (June 2008 - August 2008)
Phillip John Education
Lehigh University College of Business
Finance (Accounting and )
2007-2011
Phillip John Skills
Asset Managment
Options
Asset Management
Management
Mutual Funds
Microsoft Office
Portfolio Management
Financial Services
Accounting
Valuation
Hedge Funds
Trading
Microsoft Excel
Financial Analysis
Investment Banking
Series 7
Financial Modeling
Finance
Financial Advisory
Advisory Services
Resources
Advisory
Human Resource
Paperwork
Services
Phillip John Summary
Phillip John, based in Kirkland, WA, US, is currently a Vice President, Sr. Lead FP and A Analyst at BMO. Phillip John brings experience from previous roles at Bank of the West and PwC. Phillip John holds a 2007 - 2011 Finance in Accounting and @ Lehigh University College of Business. With a robust skill set that includes Asset Managment, Options, Asset Management, Management, Mutual Funds and more. Phillip John has 2 emails and 1 mobile phone numbers on RocketReach.
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