AeroLeads people directory · profile
Grace Phillips Email & Phone Number
Associate Director, CFO Services
at
Cresset
1 work email found
@iconiqcapital.com
2 phones found area 614
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Director, CFO Services
Location
San Francisco, California, United States
Company size
Who is Grace Phillips? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Grace Phillips is listed as Associate Director, CFO Services at Cresset, a company with 442 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at iconiqcapital.com, phone signal with area code 614, and a matched LinkedIn profile for Grace Phillips.
Grace Phillips previously worked as Senior Manager at Armanino and Senior Associate, Client Treasury & Reporting at Iconiq Capital. Grace Phillips holds Bachelor'S Degree, Accounting from University Of Cincinnati Carl H. Lindner College Of Business.
Company email context
Email format at Cresset
This section adds company-level context without repeating Grace Phillips's masked contact details.
{first_initial}{last}@iconiqcapital.com
86% confidence
AeroLeads found 1 current-domain work email signal for Grace Phillips. Compare company email patterns before reaching out.
Profile bio
About Grace Phillips
Experienced Treasury Associate with a demonstrated history of working in the wealth management industry. Skilled in Treasury, Management, and Financial Accounting. Strong finance professional with a Bachelor's degree focused in Accounting from University of Cincinnati Carl H. Lindner College of Business.
Listed skills include Customer Service, Accounting, Microsoft Excel, Microsoft Word, and 39 others.
Current workplace
Grace Phillips's current company
Company context helps verify the profile and gives searchers a useful next step.
Cresset
7 roles
Grace Phillips work experience
A career timeline built from the work history available for this profile.
Senior Manager
Current
Nov 2024 - Present
Senior Associate, Client Treasury & Reporting
Jan 2022 - Nov 2024
Associate, Client Treasury & Reporting
Jan 2020 - Jan 2022
Senior Client Treasury Analyst
Jan 2018 - Dec 2019
Accountant
Dec 2013 - Oct 2017
Accountant
Nov 2007 - Oct 2013
Team & coworkers
Colleagues at Cresset
Other employees you can reach at cressetcapital.com. View company contacts for 442 employees →
CC
Celeste Carter
Colleague at Cresset
New York, New York, United States, United States
View →
BG
Blake Green, Cpa, Crpc
Colleague at Cresset
Greater Chicago Area, United States
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AM
Amy Macleod
Colleague at Cresset
Santa Barbara, California, United States, United States
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DY
Diane York
Colleague at Cresset
United States, United States
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MT
Michelle Trivers
Colleague at Cresset
Atlanta, Georgia, United States, United States
View →
LW
Lori Wallace
Colleague at Cresset
Minneapolis, Minnesota, United States, United States
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MH
Matthew Heim
Colleague at Cresset
Denver Metropolitan Area, United States
View →
CK
Camille Kroncke, Cfp®
Colleague at Cresset
Minneapolis, Minnesota, United States, United States
View →
TF
Tom Frasier
Colleague at Cresset
Denver, Colorado, United States, United States
View →
AS
Aaron Self
Colleague at Cresset
Hopkins, Minnesota, United States, United States
View →
Celeste Carter
Colleague at Cresset
New York, New York, United States, United States
View →
BG
Blake Green, Cpa, Crpc
Colleague at Cresset
Greater Chicago Area, United States
View →
AM
Amy Macleod
Colleague at Cresset
Santa Barbara, California, United States, United States
View →
DY
Diane York
Colleague at Cresset
United States, United States
View →
MT
Michelle Trivers
Colleague at Cresset
Atlanta, Georgia, United States, United States
View →
LW
Lori Wallace
Colleague at Cresset
Minneapolis, Minnesota, United States, United States
View →
MH
Matthew Heim
Colleague at Cresset
Denver Metropolitan Area, United States
View →
CK
Camille Kroncke, Cfp®
Colleague at Cresset
Minneapolis, Minnesota, United States, United States
View →
TF
Tom Frasier
Colleague at Cresset
Denver, Colorado, United States, United States
View →
AS
Aaron Self
Colleague at Cresset
Hopkins, Minnesota, United States, United States
View →
1 education record
Grace Phillips education
-
University Of Cincinnati Carl H. Lindner College Of Business
FAQ
Frequently asked questions about Grace Phillips
Quick answers generated from the profile data available on this page.
What company does Grace Phillips work for?
Grace Phillips works for Cresset.
What is Grace Phillips's role at Cresset?
Grace Phillips is listed as Associate Director, CFO Services at Cresset.
What is Grace Phillips's email address?
AeroLeads has found 1 work email signal at @iconiqcapital.com for Grace Phillips at Cresset.
What is Grace Phillips's phone number?
AeroLeads has found 2 phone signal(s) with area code 614 for Grace Phillips at Cresset.
Where is Grace Phillips based?
Grace Phillips is based in San Francisco, California, United States while working with Cresset.
What companies has Grace Phillips worked for?
Grace Phillips has worked for Cresset, Armanino, Iconiq Capital, Mgf Sourcing, and Family Office.
Who are Grace Phillips's colleagues at Cresset?
Grace Phillips's colleagues at Cresset include Celeste Carter, Blake Green, Cpa, Crpc, Amy Macleod, Diane York, and Michelle Trivers.
How can I contact Grace Phillips?
You can use AeroLeads to view verified contact signals for Grace Phillips at Cresset, including work email, phone, and LinkedIn data when available.
What schools did Grace Phillips attend?
Grace Phillips holds Bachelor'S Degree, Accounting from University Of Cincinnati Carl H. Lindner College Of Business.
What skills is Grace Phillips known for?
Grace Phillips is listed with skills including Customer Service, Accounting, Microsoft Excel, Microsoft Word, Financial Accounting, Leadership, Bookkeeping, and Quickbooks.
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