Relationship Executive, Relationship Management
Current
Jun 2019 - Present
AeroLeads people directory · profile
Cathy Phillips, Cphr Email & Phone Number
Relationship Executive at CIBC Mellon
at
CIBC Mellon
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Relationship Executive at CIBC Mellon
Location
Vancouver, British Columbia, Canada
Company size
Who is Cathy Phillips, Cphr? Overview
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Quick answer
Cathy Phillips, Cphr is listed as Relationship Executive at CIBC Mellon at CIBC Mellon, a company with 1442 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Cathy Phillips, Cphr.
Cathy Phillips, Cphr previously worked as Relationship Executive, Relationship Management at Cibc Mellon and Managing Director, Global Client Coverage - Western Canada at Rbc Investor & Treasury Services. Cathy Phillips, Cphr holds Human Resources Management Certification Program, Human Resource Management from British Columbia Institute Of Technology.
Company email context
Email format at CIBC Mellon
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CIBC Mellon
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Profile bio
About Cathy Phillips, Cphr
A reliable, client focused relationship management professional with strong leadership, operational and people management skills. Skilled at combining industry, product and regulatory knowledge to provide clients with tailored advice, insights and solutions, enabling them to achieve their business objectives. Exceptional interpersonal skills, strong initiative and a passion for excellence.
Current workplace
Cathy Phillips, Cphr's current company
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Cibc Mellon
5 roles
Cathy Phillips, Cphr work experience
A career timeline built from the work history available for this profile.
Managing Director, Global Client Coverage - Western Canada
Business builder and regional executive lead at one of the world's top global custodian and leading Canadian provider of pension, fund administration, investment counselor and treasury services. -Execution of organizational and enterprise strategy for all of Western Canada. -Relationship Management and oversight of client service delivery for strategic.
Jan 2015 - Feb 2019
Regional Director, Pacific Region
Business builder and regional executive lead for custodial services for pension, fund administration, investment counselor and treasury services.-Execution of organizational and enterprise strategy for Pacific Region.-Relationship Management of strategic client base, responsible for growing and protecting regional market share.-Collaboratively working with.
Nov 2012 - Jan 2015
Director, Client Management Pacific Region-Rbc Investor Services
Rbc Investor & Treasury Services
Senior management lead of Vancouver and Calgary branches with over 45 staff. -Responsible for client service management and operational client service delivery in the region.-Management of human resource functions in the region including recruitment and staffing, coaching, training and performance management. -Supporting clients with their business.
Apr 2008 - Nov 2012
Managing Director, Trust Operations April 2002-March 2008
Senior executive oversight of operational and client service delivery for self-directed registered retirement savings plans and corporate institutional custodial accounts. -Responsible for a team of 50 client service and operations staff located in Vancouver and Calgary.-Management of human resource responsibilities including recruitment and staffing.
Dec 1992 - Apr 2008
Team & coworkers
Colleagues at CIBC Mellon
Other employees you can reach at cibcmellon.com. View company contacts for 1442 employees →
LJ
Lena Jin, Cpa, Frm
Colleague at Cibc Mellon
Mississauga, Ontario, Canada, Canada
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XW
Xinli Wang
Colleague at Cibc Mellon
North York, Ontario, Canada, Canada
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VG
Veronica Garcia
Colleague at Cibc Mellon
London, Ontario, Canada, Canada
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JR
Joytree Roy
Colleague at Cibc Mellon
York, Ontario, Canada, Canada
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AN
Alyssa Nurse
Colleague at Cibc Mellon
Toronto, Ontario, Canada, Canada
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WH
Wendy He
Colleague at Cibc Mellon
Toronto, Ontario, Canada, Canada
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AD
Adrian Dale Garcia
Colleague at Cibc Mellon
Mississauga, Ontario, Canada, Canada
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WN
Wilbur Noronha
Colleague at Cibc Mellon
Scarborough, Ontario, Canada, Canada
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RD
Reena Devarajan
Colleague at Cibc Mellon
Mississauga, Ontario, Canada, Canada
View →
TV
Tahirah Visram, Pmp, Prosci Adkar
Colleague at Cibc Mellon
Canada, Canada
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Lena Jin, Cpa, Frm
Colleague at Cibc Mellon
Mississauga, Ontario, Canada, Canada
View →
XW
Xinli Wang
Colleague at Cibc Mellon
North York, Ontario, Canada, Canada
View →
VG
Veronica Garcia
Colleague at Cibc Mellon
London, Ontario, Canada, Canada
View →
JR
Joytree Roy
Colleague at Cibc Mellon
York, Ontario, Canada, Canada
View →
AN
Alyssa Nurse
Colleague at Cibc Mellon
Toronto, Ontario, Canada, Canada
View →
WH
Wendy He
Colleague at Cibc Mellon
Toronto, Ontario, Canada, Canada
View →
AD
Adrian Dale Garcia
Colleague at Cibc Mellon
Mississauga, Ontario, Canada, Canada
View →
WN
Wilbur Noronha
Colleague at Cibc Mellon
Scarborough, Ontario, Canada, Canada
View →
RD
Reena Devarajan
Colleague at Cibc Mellon
Mississauga, Ontario, Canada, Canada
View →
TV
Tahirah Visram, Pmp, Prosci Adkar
Colleague at Cibc Mellon
Canada, Canada
View →
1 education record
Cathy Phillips, Cphr education
FAQ
Frequently asked questions about Cathy Phillips, Cphr
Quick answers generated from the profile data available on this page.
What company does Cathy Phillips, Cphr work for?
Cathy Phillips, Cphr works for CIBC Mellon.
What is Cathy Phillips, Cphr's role at CIBC Mellon?
Cathy Phillips, Cphr is listed as Relationship Executive at CIBC Mellon at CIBC Mellon.
Where is Cathy Phillips, Cphr based?
Cathy Phillips, Cphr is based in Vancouver, British Columbia, Canada while working with CIBC Mellon.
What companies has Cathy Phillips, Cphr worked for?
Cathy Phillips, Cphr has worked for Cibc Mellon, Rbc Investor & Treasury Services, and Canadian Western Trust.
Who are Cathy Phillips, Cphr's colleagues at CIBC Mellon?
Cathy Phillips, Cphr's colleagues at CIBC Mellon include Lena Jin, Cpa, Frm, Xinli Wang, Veronica Garcia, Joytree Roy, and Alyssa Nurse.
How can I contact Cathy Phillips, Cphr?
You can use AeroLeads to view verified contact signals for Cathy Phillips, Cphr at CIBC Mellon, including work email, phone, and LinkedIn data when available.
What schools did Cathy Phillips, Cphr attend?
Cathy Phillips, Cphr holds Human Resources Management Certification Program, Human Resource Management from British Columbia Institute Of Technology.
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