Pj Phillips Email & Phone Number
Founder @ Just Dinner
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Pj Phillips Location
- Scottsdale, AZ, US
Pj Phillips Work
- Founder @ (June 2024 - Present)
- Co Managing Director @ Center for Family Wealth (January 2022 - Present)
- Retired - 2021 @ None (January 2021 - Present)
- Branch Manager @ (October 2014 - January 2021)
- Branch Manager @ (January 2009 - January 2021)
- Managing Partner @ Second Look Financial (owner) (April 2003 - December 2009)
- Manager @ (November 1993 - August 1999)
Pj Phillips Education
- FINRA Arbitration Training
None (Financial Compliance)
1995-2025 - University of Arizona
Bachelor of Science (BS) (Finance)
1984-1988 - University of Arizona
Bachelor of Arts (BA) (Psychology)
1982-1986 - Pepperdine Graziadio Business School
Family Wealth
2017
Pj Phillips Skills
- Asset Allocation
- Asset Management
- Asset Protection
- Asset and Liability Management (ALM)
- Business Development
- Business Strategy
- Charitable Gift Planning
- Coaching
- Estate Planning
- Finance
- Financial Planning
- Financial Services
- Hedge Funds
- Investment Advisory
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Real Estate
- Research
- Retirement Planning
- Sales Management
- Securities
- Series 24
- Series 63
- Series 65
- Series 7
- Start-up Leadership
- Start-up Ventures
- Strategic Financial Planning
- Strategic Planning
- Tax
- Teaching
- Team Leadership
- Trading Strategies
- Wealth Management
- Wealth Management Services
- Banking
- Strategy
- Credit
- Change Management
Pj Phillips Summary
- Pj Phillips, based in Scottsdale, AZ, US, is currently a Founder at JustDinner. Pj Phillips brings experience from previous roles at Center for Family Wealth, None and TD Ameritrade. Pj Phillips holds a 1995 - 2025 None in Financial Compliance @ FINRA Arbitration Training. With a robust skill set that includes Asset Allocation, Asset Management, Asset Protection, Asset and Liability Management (ALM), Business Development and more. Pj Phillips has 1 emails and 3 mobile phone numbers on RocketReach.
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