retired at cibc wood gundy@ CIBC Wood Gundy
Happy Valley, Oregon, United States
Robert Phillips
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FlashIntel GPTRobert Phillips is a retired professional with 31.7 years of experience in the financial services industry. He has a strong skill set in project management, sales management, investments, and financial planning. Currently residing in Happy Valley, Oregon, Robert has worked at CIBC Wood Gundy since 1993, initially as a Financial Advisor and later as a Financial Advisor. CIBC Wood Gundy is a large financial services company with a wide range of products and services, catering to individuals, small businesses, and commercial businesses.
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About
Retired at CIBC Wood Gundy
Work Experience
retired at cibc wood gundy
Retired
Financial Advisor
Financial Services
Robert Phillips's Professional Milestones
- Retired (1993-01-01~): Successfully oversaw the retirement of a successful employee, ensuring the continued company's independence and success.
- Financial Advisor (1992-01-01~2006-01-01): Provided expert financial advice, ensuring accuracy and accountability in daily financial transactions.
Skill
Project Management
Microsoft Word
Sales Management
Investments
Financial Planning
Insurance
Financial Analysis
Financial Services
Mutual Funds
Portfolio Management
Asset Managementu
Equities
Risk Management
Banking
Finance
Wealth Management
Investment Advisory
Mortgage Lending
Microsoft Excel
Certification
Colleagues
Fabio Danisi
private wealth management and investment advisory - co-president of the ypma young professionals in m&a
Ray Smallwood
first vice president at cibc wood gundy
Steve McCusker
vice president & investment advisor at cibc wood gundy
Rick Ragno
owner cibc wood gundy
Greg Furtney
business owner and senior consultant at gna solutions ltd
Other Named Robert Phillips
Frequently asked questions
We found 2 Robert Phillips's email addresses
Robert Phillips's social media include: Linkedin,
Robert Phillips works for CIBC Wood Gundy
Robert Phillips's role in CIBC Wood Gundy is retired at cibc wood gundy
Robert Phillips works in the industry of Financial Services
Robert Phillips's colleagues are Fabio Danisi,Ray Smallwood,Steve McCusker
Robert Phillips's latest job experience is retired at cibc wood gundy at CIBC Wood Gundy
