Craig Scott Phillips
Fundador en Client 1st Advisory Group LLC .
Cargos activos de Craig Scott Phillips
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
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. | Presidente | 01/01/2022 | - |
| Fundador | 01/03/2013 | - | |
| Director Ejecutivo | 01/03/2013 | 01/01/2022 |
Historial de carrera de Craig Scott Phillips
Antiguos cargos conocidos de Craig Scott Phillips.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
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 | - | - |
Formación de Craig Scott Phillips.
| Florida State University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Chief Executive Officer | 1 |
| Founder | 1 |
| President | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
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 |
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 |
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