Casey Phillips Email and Phone Number
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Casey Phillips personal email
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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.
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Senior Vice President, Private Client AdvisorBank Of America Feb 2019 - PresentCharlotte, Nc, Us
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Vice President Of Business BankingBank Of America Jun 2016 - PresentCharlotte, Nc, UsDemonstrates 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.
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CeoPhillips Enterprises Llc Apr 2016 - PresentReal estate holding company.
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Small Business SpecialistU.S. Bank May 2013 - Apr 2016Minneapolis, Mn, UsGenerating 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. -
Personal BankerU.S. Bank May 2008 - May 2013Minneapolis, Mn, UsResponsible 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
Casey Phillips Skills
Casey Phillips Education Details
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University Of MinnesotaSociology
Frequently Asked Questions about Casey Phillips
What company does Casey Phillips work for?
Casey Phillips works for Bank Of America
What is Casey Phillips's role at the current company?
Casey Phillips's current role is Senior Vice President at Bank of America Private Banking.
What is Casey Phillips's email address?
Casey Phillips's email address is ca****@****ica.com
What is Casey Phillips's direct phone number?
Casey Phillips's direct phone number is +161230*****
What schools did Casey Phillips attend?
Casey Phillips attended University Of Minnesota.
What skills is Casey Phillips known for?
Casey Phillips has skills like Banking, Small Business Lending, Credit, Loans, Credit Analysis, Team Work, Finance, Mortgage Banking, Commercial Banking, Teamwork, Management, Consumer Lending.
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