Rocio Phillips Email
Chief Financial Officer @ Pangaea Life Science Solutions
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Rocio Phillips Location
- Vancouver, BC, CA
Rocio Phillips Work
- 2024 -now Chief Financial Officer @
- 2021 -2024 Private Banker, Scotia Wealth Management @
- 2017 -2021 Client Relationship Manager, Commercial Banking @
- 2014 -2017 Total Wealth Manager - Western Region, Scotia Wealth Management @
- 2013 -2014 Business Development Manager @
- 2010 -2013 Business Development Manager, National Accounts @
- 2006 -2010 Regional Associate, Sales @
Rocio Phillips Education
- British Columbia Institute of Technology
(Financial Planning)
2015-2017 - Canadian Securities Institute
Canadian Securities Course
2015-2017 - The University of British Columbia
Bachelor’s Degree (Economics Students Association - Graduation Coordinator)
- IFSE Institute
Investment Funds Course (Investment Funds Operations Course, Life License Qualification Program, Mutual Funds and Insurance Licenses)
- Financial Planning Standards Council
QAFP
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 British Columbia Institute of Technology. With a robust skill set that includes Investments, Mutual Funds, Business Development, Financial Services, Sales and more. Rocio Phillips has 1 emails on RocketReach.
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