Roger Phelps Email & Phone Number
Financial Advisor and Managing Partner
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Roger Phelps Location
- Bellevue, WA, US
Roger Phelps Work
- 2019 -now Financial Advisor and Managing Partner @ Soundview Financial Group, a private wealth advisory practice of Ameriprise Fina
Roger Phelps Education
- Stony Brook University
MS (Healthcare Administration)
1977-1979 - Oregon State University
MS (Oceanography)
1966-1968 - Oregon State University
BS (General Science)
1961-1965
Roger Phelps Skills
- Business Strategy
- Project Management
- Accounting
- Change Management
- Strategy
- Budgets
- Retirement Planning
- Investments
- Financial Advisory
- Mergers and Acquisitions
- Series 7
- Corporate Development
- Strategic Planning
- Finance
Roger Phelps Summary
- Roger Phelps, based in Bellevue, WA, US, is currently a Financial Advisor and Managing Partner at Soundview Financial Group, a private wealth advisory practice of Ameriprise Fina. Roger Phelps holds a 1977 - 1979 MS in Healthcare Administration @ Stony Brook University. With a robust skill set that includes Business Strategy, Project Management, Accounting, Change Management, Strategy and more. Roger Phelps has 4 emails and 3 mobile phone numbers on RocketReach.
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