Timothy Phillips Email & Phone Number
Financial Planning Specialist @ Citi
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Timothy Phillips Location
- New York, NY, US
Timothy Phillips Work
- 2020 -now Financial Planning Specialist @
- 2016 -2020 Private Wealth Manager and Financial Planner @ M&T Bank
- 2013 -2014 Senior Relationship Manager - Client Advisory @
- 2012 -2012 SVP - Product Manager - Quantitative Investments @ Systematic Alpha Management, LLC
- 2009 -2011 SVP - Client Advisory - Wealth Management @
- 2006 -2008 Head of Client Advisory and Operations @
- 1993 -2005 SVP - Product Management and Client Relations @
Timothy Phillips Education
- The Wharton School
Executive Education Certificate (Finance and Wealth Management)
2022-2023 - New York University
Diploma Program - CFP (Financial Planning)
2017-2019 - College for Financial Planning
AAMS - Accredited Asset Management Specialist (Wealth Management)
2014-2014 - Baruch College, City University of New York (CUNY)
(Finance & Accounting)
1985-1989 - Notre Dame High School, West Haven, Connecticut
High School (General Ciriculum)
Timothy Phillips Skills
- Skill Development
- Reporting & Analysis
- Team Collaboration
- Strategic Business Development
- Relationship Development
- Alternative Investments
- Asset Management
- Hedge Fund Sales and Marketing
- Managed Futures
- Global Macro
- Operational Due Diligence
- Product Management
- Public Speaking
- Due Diligence
- Financial Markets
- Investments
- Fixed Income
- Capital Markets
- Equities
- Investment Strategies
- Investment Management
- Fund Of Funds
- Portfolio Management
- Derivatives
- Mutual Funds
- Risk Management
- Financial Services
Timothy Phillips Summary
- Timothy Phillips, based in New York, NY, US, is currently a Financial Planning Specialist at Citi. Timothy Phillips brings experience from previous roles at M&T Bank, Optima Fund Management LLC, Systematic Alpha Management, LLC and R J O'Brien Fund Management, LLC. Timothy Phillips holds a 2022 - 2023 Executive Education Certificate in Finance and Wealth Management @ The Wharton School. With a robust skill set that includes Skill Development, Reporting & Analysis, Team Collaboration, Strategic Business Development, Relationship Development and more. Timothy Phillips has 2 emails and 1 mobile phone numbers on RocketReach.
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