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Grace Phillips Email & Phone Number

Associate Director, CFO Services at Cresset
Location: San Francisco, California, United States 7 work roles 1 school
1 work email found @iconiqcapital.com 2 phones found area 614 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email g****@iconiqcapital.com
Direct phone (614) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cresset
Role
Associate Director, CFO Services
Location
San Francisco, California, United States
Company size
442 employees

Who is Grace Phillips? Overview

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Quick answer

Grace Phillips is listed as Associate Director, CFO Services at Cresset, a 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.

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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
Cresset
Associate Director, CFO Services
West Palm Beach, FL, US
Website
cressetcapital.com
Employees
442
AeroLeads page
Company profile
View company profile Email format
7 roles

Grace Phillips work experience

A career timeline built from the work history available for this profile.

Associate Director, Cfo Services

Cresset

West Palm Beach, Fl, Us

Senior Manager

Current
Armanino

San Ramon, Ca, Us

Nov 2024 - Present

Senior Associate, Client Treasury & Reporting

Iconiq Capital

San Francisco, California, Us

Jan 2022 - Nov 2024

Associate, Client Treasury & Reporting

Iconiq Capital

San Francisco, California, Us

Jan 2020 - Jan 2022

Senior Client Treasury Analyst

Iconiq Capital

San Francisco, California, Us

Jan 2018 - Dec 2019

Accountant

Mgf Sourcing

Columbus, Ohio, Us

Dec 2013 - Oct 2017
Team & coworkers

Colleagues at Cresset

Other employees you can reach at cressetcapital.com. View company contacts for 442 employees →

LR Lenet Rivas, Cfp® Lenet Rivas, Cfp® Colleague at CressetAtlanta, Georgia, United States View → CC Celeste Carter Celeste Carter Colleague at CressetNew York, United States View → KN Kristin Nestor Kristin Nestor Colleague at CressetReston, Virginia, United States View → TB T Bartlett T Bartlett Colleague at CressetAsheville, North Carolina, United States View → BJ Brian John Brian John Colleague at CressetGreater Chicago Area, United States View → LS Lily Spiro Lily Spiro Colleague at CressetDallas, Texas, United States View → AP Andy Preisendanz Andy Preisendanz Colleague at CressetPurcellville, Virginia, United States View → MR Maria Rogers Maria Rogers Colleague at CressetSan Francisco Bay Area, United States View → BM Beatrice Maidman Beatrice Maidman Colleague at CressetBoston, Massachusetts, United States View → DC Derek Chipman Derek Chipman Colleague at CressetHerndon, Virginia, United States View →
1 education record

Grace Phillips education

  • University Of Cincinnati Carl H. Lindner College Of Business
    University Of Cincinnati Carl H. Lindner College Of Business
    Accounting
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 Lenet Rivas, Cfp®, Celeste Carter, Kristin Nestor, T Bartlett, and Brian John.

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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