Richard Phillips Email
Network Development Director @ ValidPath
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Richard Phillips Location
- United Kingdom
Richard Phillips Work
- 2018 -now Network Development Director @
- 2015 -2018 Investment Manager and Business Development @ Gear Investments
- 2012 -2015 Specialist Financial Advice Manager @
- 2009 -2012 Private Investment Manager @
- 2006 -2009 Private Banking Manager @
- 1999 -2006 Senior Financial Adviser @
Richard Phillips Education
- Saint Stithians Boys College 1987-1991
Richard Phillips Skills
- Microsoft Word
- Team Building
- Investments
- Mutual Funds
- Microsoft PowerPoint
- Whole of Life
- Financial Risk
- Management
- Portfolio Management
- SIPP
- Financial Markets
- Financial Planning
- Microsoft Office
- Income Protection
- Wealth Management
- Financial Services
- Investment Advisory
- Critical Illness
- Life Cover
- New Business Development
- Teamwork
- Fixed Interest
- Finance
- Strategy
- Coaching
- High Net Worth Individuals
- Research
- Microsoft Excel
- Retirement Planning
- Digital Strategy
- Mortgage Lending
- Wealth Accumulation
- Asset Management
- Risk Assessment
- Financial Analysis
- Business Strategy
- Retail Banking
- Securities
- Wealth Management Services
- Financial Advisory
- Investment Strategies
- Equities
- Private Banking
- Asset Allocation
- Lead Generation
- Discretionary Fund Management
- Project Planning
- Relationship Management
- Customer Service
- Fixed Income
- Banking
- Risk Management
- Inheritance Tax Planning
Richard Phillips Summary
- Richard Phillips, based in United Kingdom, is currently a Network Development Director at ValidPath Limited. Richard Phillips brings experience from previous roles at Gear Investments and NatWest. Richard Phillips holds a 1987 - 1991 Saint Stithians Boys College. With a robust skill set that includes Microsoft Word, Team Building, Investments, Mutual Funds, Microsoft PowerPoint and more. Richard Phillips has 1 emails on RocketReach.
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