Dan Phillips Email and Phone Number
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Dan Phillips personal email
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For many years, I was an advisor to Financial Advisors and worked for the biggest investment management companies in the world. I decided to bring those experiences and understandings to small business owners, individuals and families. I think the methods of our industry have not evolved as quickly as technology and consumer habits have changed. Therefore, I have built a service model that is simpler and more efficient for my clients.30 years of experience have shown me the best, and the worst practices in financial advisory. I was heavily influenced by my years working for the Prince of Liechtenstein at GT Global and my decade at Goldman Sachs Asset Management; during which I received various awards from clients such as Smith Barney's Investment Consulting Group. This knowledge allows me to provide more thoughtful, long-term portfolio construction, also being tax-aware in my allocations and porfolio management.I enjoy being involved in the community by sharing expertise as an unofficial advisor to several startup companies. I was the President of Eastside FC, a premier youth soccer program with 660 athletes and I'm proud to see that some of those kids have played for US National Teams.Now that our kids have grown my wife and I have simplified our life. For example, she raises bees and I pretend to help. What I'm really passionate about doing in my spare time is competing in Masters Swimming. I try to attend all National Championships and the occasional international one. I've made many friends this way and hope to see you at a meet soon.
Longview Advisors, Llc
View- Website:
- longviewadvice.com
- Employees:
- 3
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PartnerLongview Advisors, Llc Oct 2024 - Present
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Financial AdvisorMadison Park Capital Advisors Jul 2017 - Oct 2024 -
Business Development OfficerCharles Schwab May 2011 - Mar 2017Bellevue, Wa -
Regional DirectorGoldman Sachs Aug 2000 - May 2011Redmond, Wa -
Retirement Plan ConsultantInvesco Aim 1998 - 2000Danville, Ca
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Manager, Retirement SalesGt Global Mutual Funds 1995 - 1998Danville, Ca
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Manager, Mergers And AcquisitionsFirst Commerce Corporation 1990 - 1995New Orleans, La
Dan Phillips Skills
Dan Phillips Education Details
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Masters Of Business Administration -
Industrial Engineering
Frequently Asked Questions about Dan Phillips
What company does Dan Phillips work for?
Dan Phillips works for Longview Advisors, Llc
What is Dan Phillips's role at the current company?
Dan Phillips's current role is Wealth Management * Long-term Financial Strategies * Fiduciary.
What is Dan Phillips's email address?
Dan Phillips's email address is dan.phillips@gs.com
What is Dan Phillips's direct phone number?
Dan Phillips's direct phone number is +121235*****
What schools did Dan Phillips attend?
Dan Phillips attended University Of Virginia - Darden Graduate School Of Business Administration, Auburn University.
What skills is Dan Phillips known for?
Dan Phillips has skills like Investments, Series 7, Mutual Funds, Financial Services, Financial Advisory, Finance, Asset Allocation, Wealth Management, Asset Management, Portfolio Management.
Who are Dan Phillips's colleagues?
Dan Phillips's colleagues are John M. Miller, Cfp®, Awma®, Fcep.
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