Phillip Wallace Email and Phone Number
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Finance professional with strategic focus in the wealth management, mortgage lending and retirement planning disciplines. Highly skilled and experienced professional specializing in assisting clients to navigate their financial journey by providing the utmost value underlined by trust and expertise in investment advisory, mortgages, retirement planning and life insurance risk management. Specialties: Wealth ManagementMortgage LendingInsurance and AnnuitiesPortfolio InvestmentsRetirement Planning
Aragon Capital, Llc
View- Website:
- aragoncapital.com
- Employees:
- 9
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Financial ConsultantAragon Capital, Llc Oct 2019 - PresentMarket financial advisory strategies for long term financial security with a focus on capital preservation, portfolio growth and investment solutions. Strategies include portfolio evaluation and management, asset allocation (equities, bonds, mutual funds and ETF’s) and wealth management. Products include annuities, life insurance, residential and commercial mortgages, retirement investments, self employed retirement plans, 401K plans and retirement planning solutions. Formulate and market wealth management and tax efficient strategies for high net worth individuals using life insurance as a vehicle.
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PresidentWallace Capital Group Aug 2020 - Present
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PresidentMortgage Financing Solutions, Llc/American Mortgage Group Llc May 2005 - PresentDirect all financial, marketing, operational, systems, regulatory and procedural activities including loan origination, processing, packaging and shipping, closing, post closing and secondary market requirements. Devise and execute competitive strategy. Establish and manage relationships with industry participants including banks and other wholesale lenders, as well as secondary market institutions such as Fannie Mae and Freddie Mac. Approved Fannie Mae DU and Freddie Mac LP partner. Develop and maintain relationships with various realtors, accountants, financial planners and other ‘centers of influence’ to enhance growth and sales prospects. Comprehensive knowledge of mortgage market including interest rate environment, secondary market and mortgage liquidity operations.
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Financial ConsultantAmerican Finance And Retirement Group/Innovation Partners Feb 2010 - Dec 2017Market financial advisory strategies for long term financial security with a focus on capital preservation, portfolio growth and investment solutions. Strategies include portfolio evaluation and management, asset allocation (equities, bonds, mutual funds and ETF’s) and wealth management. Products include annuities, life insurance, residential and commercial mortgages, retirement investments, self employed retirement plans, 401K plans and retirement planning solutions. Formulate and market wealth management and tax efficient strategies for high net worth individuals using life insurance as a vehicle.
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Vice President Corporate CreditCiti Group Feb 2000 - May 2005Managed a portfolio of corporate credits in the global corporate and investment bank. Covered counterparties in Citigroup’s energy trading subsidiary (Phibro) on a global basis regarding physical and derivative energy transactions. Structured and approved multi-million dollar credit lines and loans while performing credit risk analysis, term sheet negotiation, periodic review of credit facilities and ensuring adherence to established credit policies. Products included energy physicals, futures, energy swaps, interest rate and cross currency swaps, credit default swaps, letters of credit, foreign exchange, term loans and revolving facilities. Managed global credit risk exposure across all geographic regions. Managed credit risk monitoring personnel to ensure that exceptions are detected and reported on a timely basis. Executed credit agreements and various trade documentation including the ISDA, netting and margin agreements, guarantees and institutional futures agreements.
Phillip Wallace Skills
Phillip Wallace Education Details
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Finance And International Business
Frequently Asked Questions about Phillip Wallace
What company does Phillip Wallace work for?
Phillip Wallace works for Aragon Capital, Llc
What is Phillip Wallace's role at the current company?
Phillip Wallace's current role is Financial Advisor specializing in Portfolio Investments, Insurance, Annuities, Retirement Planning, Mortgages and Business Financing.
What is Phillip Wallace's email address?
Phillip Wallace's email address is ph****@****att.net
What is Phillip Wallace's direct phone number?
Phillip Wallace's direct phone number is +195465*****
What schools did Phillip Wallace attend?
Phillip Wallace attended Fordham Gabelli School Of Business.
What skills is Phillip Wallace known for?
Phillip Wallace has skills like Finance, Portfolio Management, Banking, Investments, Risk Management, Credit, Loans, Financial Services, Sales, Mortgage Lending, Credit Risk, Management.
Who are Phillip Wallace's colleagues?
Phillip Wallace's colleagues are Edgardo Castro, Alberto Chocron, Raul Benitez, Denise Longshaw, Crpc, Bill Cara, Carlota Delgado.
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Phillip W.
Seasoned It Support And Business Consultant | Entrepreneur | Ai & Blockchain Enthusiast | Strategic Problem SolverCharlotte Metro -
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1contoso.org -
Phillip J. Wallace
Washington, Dc3intven.com, walmart.com, walmartcareers.com
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