Rocio Phillips Email & Phone Number
Chief Financial Officer @ Pangaea Life Science Solutions
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Rocio Phillips Location
- Vancouver, BC, CA
Rocio Phillips Work
- Chief Financial Officer @ (November 2024 - Present)
- Private Banker, Scotia Wealth Management @ (December 2021 - November 2024)
- Client Relationship Manager, Commercial Banking @ (March 2017 - December 2021)
- Total Wealth Manager - Western Region, Scotia Wealth Management @ (September 2014 - March 2017)
- Business Development Manager @ (November 2013 - September 2014)
- Business Development Manager, National Accounts @ (May 2010 - August 2013)
- Regional Associate, Sales @ (June 2006 - May 2010)
Rocio Phillips Education
- Canadian Securities Institute
Canadian Securities Course
2015-2017 - British Columbia Institute of Technology
Financial Planning (Financial Planning)
2015-2017 - The University of British Columbia
Bachelor’s Degree (Economics)
- IFSE Institute
Investment Funds Course (Investment Funds Operations Course, Life License Qualification Program, Mutual Funds and Insurance Licenses)
- Financial Planning Standards Council
QAFP
2017
Rocio Phillips Skills
- Investments
- Mutual Funds
- Business Development
- Financial Services
- Sales
- Wealth Management
- Asset Management
- CRM
- Management
- Relationship Management
- Finance
- Securities
- Investment Strategies
- Investment Advisory
- Business Analysis
- Business Strategy
- Strategic Planning
- Sales Operations
- Strategic Partnerships
- Marketing
- Alternative Investments
- Asset Allocation
- Team Leadership
- Project Management
- Selling
- ETFs
- Asset Managment
- Public Speaking
- Change Management
- Business Relationship Management
Rocio Phillips Summary
- Rocio Phillips, based in Vancouver, BC, CA, is currently a Chief Financial Officer at Pangaea Life Science Solutions. Rocio Phillips brings experience from previous roles at Scotiabank and B2B Bank. Rocio Phillips holds a 2015 - 2017 Canadian Securities Course @ Canadian Securities Institute. With a robust skill set that includes Investments, Mutual Funds, Business Development, Financial Services, Sales and more. Rocio Phillips has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Pangaea Life Science Solutions Employees
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Managing Director, US
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Aurelian Fousse
Head of Solutions
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