Craig Scott Phillips
Gründer bei Client 1st Advisory Group LLC
Aktive Positionen von Craig Scott Phillips
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Client 1st Advisory Group LLC
Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Präsident | 01.01.2022 | - |
Gründer | 01.03.2013 | - | |
Vorstandsvorsitzender | 01.03.2013 | 01.01.2022 |
Karriereverlauf von Craig Scott Phillips
Ehemalige bekannte Positionen von Craig Scott Phillips
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Corporate Officer/Principal | - | - |
Ausbildung von Craig Scott Phillips
Florida State University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Chief Executive Officer | 1 |
Founder | 1 |
President | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
---|---|
Client 1st Advisory Group LLC
Client 1st Advisory Group LLC Investment ManagersFinance Client 1st Advisory Group LLC (Client 1st) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Clearwater, Florida. The firm was founded by Michelle Mabry and Craig Phillips in 2013. Client 1st offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations. | Finance |
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Finance |
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