CoverProfile

Phillip Wallace

Financial Adviser and Financial Consultant

Aragon Capital

United States, Florida, Fort Lauderdale

About Me

Phillip is a dynamic and versatile finance professional with multi-disciplinary background in Personal Finance, Mortgage Lending, Corporate Credit, Treasury, Financial Risk Management, Operations Management, Strategic Planning, Sales and Marketing, Project Management and Systems Implementation as well as Insurance, Annuities, 401K/IRA's, Retirement Planning, Mortgages. He is a results-oriented team builder with challenge driven mentality seeking to add value to our organization in the mortgage finance, consumer finance, banking, insurance or consulting industries. Phillip holds an MBA in Finance and International Business from Fordham Gabelli School of Business since 1997.

Profile Information

Financial Adviser and Financial Consultant

Aragon Capital

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Fort Lauderdale

Florida

United States

Sep 23, 2024

More profiles to browse

RR
Roberto Rodriguez Werner
Financial Advisor
AC
Alberto Chocron
Partner and Co-Founder
RN
Ricardo Nieto
Co-Founder, Partner and Wealth Management Advisor
Profile Photo
Carlota Delgado
Financial Advisor

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University