Senior Vice President, Private Client Advisor
Current
Feb 2019 - Present
AeroLeads people directory · profile
Casey Phillips Email & Phone Number
Senior Vice President at Bank of America Private Banking
at
Bank of America
2 work emails found
@bankofamerica.com
2 phones found area 612
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President at Bank of America Private Banking
Location
Greater Minneapolis-St. Paul Area, United States
Who is Casey Phillips? Overview
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Quick answer
Casey Phillips is listed as Senior Vice President at Bank of America Private Banking at Bank of America, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at bankofamerica.com, phone signal with area code 612, and a matched LinkedIn profile for Casey Phillips.
Casey Phillips previously worked as Senior Vice President, Private Client Advisor at Bank Of America and Vice President of Business Banking at Bank Of America. Casey Phillips holds Bachelor’S Degree, Sociology from University Of Minnesota.
Company email context
Email format at Bank of America
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{first}.{last}@bankofamerica.com
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AeroLeads found 2 current-domain work email signals for Casey Phillips. Compare company email patterns before reaching out.
Profile bio
About Casey Phillips
With a proven track record of helping individuals, families, and businesses achieve their financial goals, I specialize in crafting personalized strategies that align with my clients' aspirations. From retirement planning to investment management and tax-efficient wealth transfer, I provide tailored solutions designed to build, grow, and protect wealth.🔑 Key Strengths:Strategic financial planning rooted in deep market insight and data-driven decision-making.Building long-term client relationships through trust, transparency, and results.Expertise in portfolio diversification, risk management, and holistic wealth management.🌟 Why Clients Choose Me:I take the time to truly understand my clients’ unique financial situations, dreams, and concerns. My approach combines rigorous analysis with a personal touch, ensuring each strategy delivers measurable results while providing peace of mind.🌐 Let's Connect:Whether you're looking to plan for a secure retirement, invest with confidence, or leave a meaningful legacy, I’d be honored to partner with you. Feel free to reach out for a conversation about your financial goals and how we can achieve them together.
Listed skills include Banking, Small Business Lending, Credit, Loans, and 32 others.
Current workplace
Casey Phillips's current company
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5 roles
Casey Phillips work experience
A career timeline built from the work history available for this profile.
Vice President Of Business Banking
CurrentDemonstrates excellent communication skills and leadership ability.Management of a client portfolio with annual revenues of 500k-10mm.In depth knowledge of Small Business financial products and services.Proficient in interpreting financial statements and cash flow analysis.Proven success in consultative outside sales in financial services, business to business sales.Two time Pinnacle award winner.2018 Annual diamond Pinnacle award recipient.Only banker in a Unified Growth market across the nation to meet 200% or more in all measureable incentive catagories.
Jun 2016 - Present
Ceo
Current
Phillips Enterprises Llc
Real estate holding company.
Apr 2016 - Present
Small Business Specialist
Generating business growth through client acquisition, increasing sales volume, and by driving sales through effective prospecting techniques.Cultivating and nurturing relationships with clients to provide product and service information, including features, advantages and profitability, as well as to ensure repeat business.Selling a full suite of financial products by utilizing a consultative sales approach to both current and prospective clients.Assessing the client’s needs and local market to develop effective traditional/online marketing plans.Liaising between clients and internal teams to communicate client expectations/implementation.Managing relationships, budgets, production timelines, and projects from inception to completion.
May 2013 - Apr 2016
Personal Banker
Responsible for performing intermediate to complex duties and support related to branch operational activities and financial services. Processes all new account transactions; assisting customers in their selection of various accounts and financial services. Cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Fully knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, discussing and accepting credit applications, and required to provide leadership, training and support to less experienced New Account Representatives and other branch staff members.4 consecutive Annual Pinnacle Awards12 consecutive quarterly Pinnacle Awards2012 Star of Excellence Winner100 million in equity product salesPiloted a mentor program to increase sales revenue for new BankersAveraged 250% over sales goals each month for 4 yearsWinner of Summer Games sale competition in 2008
May 2008 - May 2013
1 education record
Casey Phillips education
-
University Of Minnesota
FAQ
Frequently asked questions about Casey Phillips
Quick answers generated from the profile data available on this page.
What company does Casey Phillips work for?
Casey Phillips works for Bank of America.
What is Casey Phillips's role at Bank of America?
Casey Phillips is listed as Senior Vice President at Bank of America Private Banking at Bank of America.
What is Casey Phillips's email address?
AeroLeads has found 2 work email signals at @bankofamerica.com for Casey Phillips at Bank of America.
What is Casey Phillips's phone number?
AeroLeads has found 2 phone signal(s) with area code 612 for Casey Phillips at Bank of America.
Where is Casey Phillips based?
Casey Phillips is based in Greater Minneapolis-St. Paul Area, United States while working with Bank of America.
What companies has Casey Phillips worked for?
Casey Phillips has worked for Bank Of America, Phillips Enterprises Llc, and U.S. Bank.
How can I contact Casey Phillips?
You can use AeroLeads to view verified contact signals for Casey Phillips at Bank of America, including work email, phone, and LinkedIn data when available.
What schools did Casey Phillips attend?
Casey Phillips holds Bachelor’S Degree, Sociology from University Of Minnesota.
What skills is Casey Phillips known for?
Casey Phillips is listed with skills including Banking, Small Business Lending, Credit, Loans, Credit Analysis, Team Work, Finance, and Mortgage Banking.
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