George D. Phipps, Mba, Cfp® work email
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George D. Phipps, Mba, Cfp® personal email
George D. Phipps, Mba, Cfp® is a Wealth Manager at Raleigh Wealth Solutions. They possess expertise in leadership, financial advisory, powerpoint, construction management, construction drawings and 37 more skills.
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Wealth ManagerRaleigh Wealth Solutions Mar 2024 - PresentCary, North Carolina, Us -
Wealth AdvisorFinancial Directions Group, Inc. Oct 2020 - Mar 2024Cary, Nc, Us -
Planning And Guidance Consultant IiFidelity Investments Feb 2017 - Oct 2020Boston, Ma, Us -
Planning And Guidance Consultant IFidelity Investments Sep 2015 - Feb 2017Boston, Ma, Us
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Operations AnalystTamarac Inc. Sep 2014 - Sep 2015Berwyn, Pennsylvania, Us• Responsible for maintaining high quality and accurate portfolio data for 9 clients and over $4.5 billion in AUM• Maintain portfolio accounting on multi-custodian data feeds. • Reconcile client portfolios, maintain and update accurate cost basis data, performance calculations, and reporting• Assisted with or took responsibility for advisor billing process and quarterly reporting• Maintained a high level client relationships and service• Develop process improvements and increased reporting efficiency for clients -
Trade Operations Analyst Associate IiState Street Apr 2013 - Sep 2014Boston, Massachusetts, Us• Responsible for the authorization and quality control of hundreds of domestic and international trades daily for timely settlement in international markets• Daily keying and releasing of wires between institutions in excess of $1 million USD• Experience in working with specific clients and their specialized processing requirements• High level of proficiency in MCH, STS, FTM, GTM, Bloomberg and IMAGE trade processing platforms• Communicating with fund groups and client service teams to solve critical issues including fund reconciliations, cash issues, overdrafts and sweep accounts• Competent in fixed income calculations, bond processing, pricing and unitized bond servicing -
Heavy Equipment Operator SupervisorUs Army Mar 2003 - Sep 2012Arlington, Virginia, Us• Responsible for the care and management of a 5 Soldier team; providing leadership, direction and training. Assigned as Company Master Driver, responsible for the training and licensure of nearly 200 Soldiers• Project Manager and Mission Logistics Coordinator on two Border Patrol construction missions. Depended upon for the ordering of construction materials, budgeting equipment and fuel costs and communicating with higher commands and civilian agencies• Involved in 10 road projects as a cut phase leader/ manager which involves reading, interpreting and executing from plans. Directing and managing large groups of soldiers to accomplish the task at hand
George D. Phipps, Mba, Cfp® Skills
George D. Phipps, Mba, Cfp® Education Details
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Southern New Hampshire UniversityGeneral -
Kaplan ProfessionalCfp® Education Program
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Thomas Edison State UniversityHistory
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Norwich UniversityArchitecture
Frequently Asked Questions about George D. Phipps, Mba, Cfp®
What company does George D. Phipps, Mba, Cfp® work for?
George D. Phipps, Mba, Cfp® works for Raleigh Wealth Solutions
What is George D. Phipps, Mba, Cfp®'s role at the current company?
George D. Phipps, Mba, Cfp®'s current role is Wealth Manager.
What is George D. Phipps, Mba, Cfp®'s email address?
George D. Phipps, Mba, Cfp®'s email address is ge****@****.rr.com
What schools did George D. Phipps, Mba, Cfp® attend?
George D. Phipps, Mba, Cfp® attended Southern New Hampshire University, Kaplan Professional, Thomas Edison State University, Norwich University.
What are some of George D. Phipps, Mba, Cfp®'s interests?
George D. Phipps, Mba, Cfp® has interest in Politics, Social Services.
What skills is George D. Phipps, Mba, Cfp® known for?
George D. Phipps, Mba, Cfp® has skills like Leadership, Financial Advisory, Powerpoint, Construction Management, Construction Drawings, Financial Planning, Data Entry, Logistics, Data Analysis, Military Training, Government, Investments.
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