Sean Phillips Email & Phone Number
Vice President of Wealth Management, Wealth Advisor @ Chessman Wealth Strategies
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Sean Phillips Location
- Plano, TX, US
Sean Phillips Work
- Vice President of Wealth Management, Wealth Advisor @ (July 2007 - Present)
- Insurance Planning Specialist @ (September 2006 - July 2007)
- Financial Planner @ (February 2004 - August 2006)
- Financial Advisor @ (July 2002 - December 2003)
- Senior Sales Engineer @ (June 1996 - March 2002)
Sean Phillips Education
- College for Financial Planning
(Education)
2004-2005 - Rose-Hulman Institute of Technology
Bachelor of Science (Electrical Engineering)
1992-1996 - Elkhart Memorial High School 1988-1992
Sean Phillips Skills
- Wealth Management
- Finance
- Financial Planners
- Mutual Funds
- Investment Advisory
- Investments
- Portfolio Management
- Strategic Financial Planning
- Series 7
- Asset Management
- Investment Strategies
- Retirement Planning
- Asset Allocation
- Financial Advisory
- Alternative Investments
Sean Phillips Summary
- Sean Phillips, based in Plano, TX, US, is currently a Vice President of Wealth Management, Wealth Advisor at Chessman Wealth Strategies. Sean Phillips brings experience from previous roles at 1st Global, CPF Texas, Ubs and Acterna. Sean Phillips holds a 2004 - 2005 College for Financial Planning. With a robust skill set that includes Wealth Management, Finance, Financial Planners, Mutual Funds, Investment Advisory and more. Sean Phillips has 3 emails on RocketReach.
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