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.
Phillip Wallace
Financial Adviser and Financial Consultant
Aragon Capital
United States, Florida, Fort Lauderdale
About Me
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
Keylinks
More profiles to browse
AC
Alberto Chocron
Partner and Co-Founder
RR
Roberto Rodriguez Werner
Financial Advisor
Denise Longshaw
Financial Adviser
Edgardo Castro
Financial Advisor
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation