Richard T.

Phillips
About Me
My path began in banking, where I discovered my appreciation for
investing and finance. From there I found a company that could help me
grow in financial sales by obtaining experience and licenses. After some
43648 Amber Ct time in the industry, I have decided that sales is not the career path for
Canton, MI 48188 me. Now that I have completed my graduate studies, I am ready to take
(734) 752-7401 the leap into another realm of finance.
RPhilly13@gmail.com

Objective Experience
I just graduated with my
Masters of Science in Finance. I 2015 - Today 2014- 2015 2012-2014
have been bideing my time until Raymond Comerica Raymond
I finished my degree, and I am
now ready to find my career.
James & Assoc. Securities James & Assoc.
Sole assistant to two Assistant to two Began working as a
Financial Advisors, consultants. Similar Cost Basis
Skills one of which is a to what I do now on Administrator.
million-dollar a smaller scale. Worked into a
Retail and financial sales producer. I create Service Advisor role
experience. reports, acquire where I became
Microsoft office business, maintain licensed and started
proficient. portfolios, and create aiding advisors across
Strong communicator. financial plans. the country via
telephone.
Fast learner.
Organized.
Problem solver, critical Education
thinker, and active
listener.
Team player. 2013 2016 Walsh College
Self-starter.
Masters of Science in Finance. GPA 3.44

2006 2010 Eastern Michigan

Bachelors of Science in Psychology, Minor in Spanish Language.