Philip Malitas
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Philip Malitas Email & Phone Number

Client Service Associate at Beacon Pointe
Location: Bala-Cynwyd, Pennsylvania, United States 5 work roles 3 schools
1 work email found @janney.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@janney.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Beacon Pointe
Role
Client Service Associate
Location
Bala-Cynwyd, Pennsylvania, United States
Company size
186 employees

Who is Philip Malitas? Overview

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Quick answer

Philip Malitas is listed as Client Service Associate at Beacon Pointe, a company with 186 employees, based in Bala-Cynwyd, Pennsylvania, United States. AeroLeads shows a work email signal at janney.com and a matched LinkedIn profile for Philip Malitas.

Philip Malitas previously worked as Private Client Associate at Janney Montgomery Scott Llc and Wealth Management - Advisory Solutions Intern at Janney Montgomery Scott Llc. Philip Malitas holds Bachelor Of Business Administration - Bba, Finance And Real Estate, Senior from Villanova School Of Business.

Company email context

Email format at Beacon Pointe

This section adds company-level context without repeating Philip Malitas's masked contact details.

{first_initial}{last}@janney.com
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AeroLeads found 1 current-domain work email signal for Philip Malitas. Compare company email patterns before reaching out.

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Profile bio

About Philip Malitas

I am a senior in the Villanova School of Business pursuing a degree in Finance with a minor in Real Estate. I am looking to pursue a career in wealth management/financial planning. I am a dedicated and hardworking individual determined to succeed. I always attempt to employ my analytical and critical thinking skills in any challenging endeavors I perform. I hope to further advance and put these skills into use as I head into the workforce.Top 5 Clifton Strengths: Discipline, Responsibility, Consistency, Relator, Deliberative

Listed skills include Leadership, Accountability, Teamwork, Collaborative Problem Solving, and 11 others.

Current workplace

Philip Malitas's current company

Company context helps verify the profile and gives searchers a useful next step.

Beacon Pointe
Beacon Pointe
Client Service Associate
newport beach, california, united states
Website
beaconpointe.com
Employees
186
AeroLeads page
Company profile
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5 roles

Philip Malitas work experience

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

Client Service Associate

Current
Beacon Pointe

Bala-Cynwyd, Pennsylvania, United States

Jul 2024 - Present

Wealth Management - Advisory Solutions Intern

Janney Montgomery Scott Llc

Philadelphia, Pennsylvania, United States

Jun 2023 - Aug 2023

Financial Advisory Intern

Lincoln Financial Group

Collingswood, New Jersey, United States

Prepare financial reports for two advisors who manage about $1 billion in assets for over 900 clients using tools such as eMoney and OmniSource. Perform mutual fund, bond, and stock research using Morningstar Principia Pro Tools. Manage client information using Microsoft Outlook and Ebix CRM platform. Tasked with helping train Fall 2022 interns as.

May 2022 - Dec 2022

Delivery Driver

Passariello'S Pizzeria & Italian Kitchen

Moorestown, New Jersey, United States

Delivered to over 15 customers per shift; maintained a cash bank and was a food runner when needed. Learned useful communication skills, as well as how to deal with unsatisfied customers.

Feb 2020 - Aug 2022
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

CD Carlos Diaz Montoya Carlos Diaz Montoya Colleague at Beacon PointeDenver Metropolitan Area, United States View → MF Mark Flint, Cfa Mark Flint, Cfa Colleague at Beacon PointeSan Diego, California, United States, United States View → BE Basia Elmore Basia Elmore Colleague at Beacon PointeGreater Indianapolis, United States View → JO Jason Overholtzer, Cfa Jason Overholtzer, Cfa Colleague at Beacon PointeNewport Beach, California, United States, United States View → LS Lexi Schmidt, Cdfa® Lexi Schmidt, Cdfa® Colleague at Beacon PointeDenver, Colorado, United States, United States View → JB Jill Broder Steinberg, Mba, Cdfa® Jill Broder Steinberg, Mba, Cdfa® Colleague at Beacon PointeBala-Cynwyd, Pennsylvania, United States, United States View → MA Matt Armistead, Cima®, Cfp® Matt Armistead, Cima®, Cfp® Colleague at Beacon PointeScottsdale, Arizona, United States, United States View → JG Jack Gerling, Jd Jack Gerling, Jd Colleague at Beacon PointeDetroit Metropolitan Area, United States View → KW Karlie Welbes Karlie Welbes Colleague at Beacon PointeUnited States, United States View → AW Andrew Wood Andrew Wood Colleague at Beacon PointePhoenix, Arizona, United States, United States View →
3 education records

Philip Malitas education

Bachelor Of Business Administration - Bba, Finance And Real Estate, Senior

Villanova School Of Business

Activities and Societies: Villanova Finance Group | Global Markets Workshop | Hellenic Association

Wealth And Asset Management Training Program

Envestnet Institute On Campus Program

Broad-based training in asset and wealth management with an emphasis on managed solutions. Learned the essential language of investment.

Education record

St. Joseph'S Prep

Activities and Societies: National Honors Society | Travis Manion Foundation (TMF Hawks) | JV/ Varsity Soccer | Stock Market Club

FAQ

Frequently asked questions about Philip Malitas

Quick answers generated from the profile data available on this page.

What company does Philip Malitas work for?

Philip Malitas works for Beacon Pointe.

What is Philip Malitas's role at Beacon Pointe?

Philip Malitas is listed as Client Service Associate at Beacon Pointe.

What is Philip Malitas's email address?

AeroLeads has found 1 work email signal at @janney.com for Philip Malitas at Beacon Pointe.

Where is Philip Malitas based?

Philip Malitas is based in Bala-Cynwyd, Pennsylvania, United States while working with Beacon Pointe.

What companies has Philip Malitas worked for?

Philip Malitas has worked for Beacon Pointe, Janney Montgomery Scott Llc, Lincoln Financial Group, and Passariello'S Pizzeria & Italian Kitchen.

Who are Philip Malitas's colleagues at Beacon Pointe?

Philip Malitas's colleagues at Beacon Pointe include Carlos Diaz Montoya, Mark Flint, Cfa, Basia Elmore, Jason Overholtzer, Cfa, and Lexi Schmidt, Cdfa®.

How can I contact Philip Malitas?

You can use AeroLeads to view verified contact signals for Philip Malitas at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Philip Malitas attend?

Philip Malitas holds Bachelor Of Business Administration - Bba, Finance And Real Estate, Senior from Villanova School Of Business.

What skills is Philip Malitas known for?

Philip Malitas is listed with skills including Leadership, Accountability, Teamwork, Collaborative Problem Solving, Microsoft Excel, Problem Solving, Communication, and Time Management.

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