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Cb Phillips is listed as MBA - Financial Educator / Sr MD - Build & Protect Wealth at GFI Global Financial Impact, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Cb Phillips.
Cb Phillips previously worked as Financial Educator - Senior Marketing Director/Recruiter at Gfi Global Financial Impact and Vice President and Member of Board of Directors (Non-Profit) at Kings Accountability Group, Inc.. Cb Phillips holds Industrial Technology, Computer Electronics from San José State University.
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"Talking with families in a meaningful way and then taking action based on those talks helps them grow and protect their money for the future." With nearly three decades of experience in the dynamic technology sector, I, CB Phillips, transitioned into the realm of financial education and wealth management. My mission is to empower families with the knowledge and tools necessary to cultivate and safeguard their financial futures.Experience:Having dedicated 29 years to the technology industry, I bring a wealth of expertise in navigating complex systems and strategies. Now, in my role as a Financial Educator, I draw upon this deep-rooted knowledge to provide comprehensive guidance on wealth accumulation and protection.Specialties:My focus lies in leveraging tax-free instruments and implementing lifetime income strategies to optimize financial outcomes for my clients. Through personalized consultations, I help individuals and families devise robust plans tailored to their unique circumstances and aspirations.Opportunity:I am passionate about fostering a community of motivated sales professionals who are eager to make a meaningful impact in the financial sector. Whether you're seeking full-time or part-time opportunities, I offer mentorship and support to help you thrive in this rewarding field.Let's Connect:If you're ready to embark on a journey towards financial security and professional fulfillment, I invite you to connect with me. Together, we can navigate the complexities of wealth management and create a brighter future for generations to come.
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As a dedicated Senior Marketing Director and Financial Educator at GFI (Global Financial Impact), I am driven by a deep passion for empowering individuals with the knowledge and tools they need to achieve financial success and security. Through innovative marketing strategies and impactful educational initiatives, I strive to make a positive difference in.
Vice President and member of Board of Directors for King's Accountability Group Inc. A non-profit organization (503c) supporting men of color with accountability within a safe and nonjudgmental environment.
Grand Ledge, Michigan, US
I coach professionals to understand their behavior qualities so that they can maximize their output while building their emotional intelligence.
Licensed Electrician specializing in Home Automation Installations.Currently Licensed in the State of California - Through April 2023
Managed several levels of marketing which produced $45 Million in sold Bank Owned Properties (REO). I prospected for new alliances with various banks. Some of my successful prospects were Carrington Mortgage Services, Goodman Dean Real Estate Services, Keystone Property Management, SingleSource Properties, First American REO and American Home Mortgage. As.
Monroe, Louisiana, US
Arlington, Virginia, US
Developed and managed relationships with prospective and existing enterprise customers to gain strategic positioning with decision makers to secure new business and to retain and grow existing revenue. Responsible for the implementation of strategic and tactical sales account plans. Targeted monthly, quarterly and annual sales goals set by the leadership.
Sydney, NSW, AU
Basking Ridge, NJ, US
Managed one of the top five accounts in the branch. Organized and managed an account team that was focused on driving revenue and increasing customer confidence in Verizon Business’s network and support staff. Sold complex data solutions such as Private IP, IP over Ethernet, Sonet Services, and multiply types of data access (LIT Buildings). Worked and.
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Cb Phillips works for GFI Global Financial Impact.
Cb Phillips is listed as MBA - Financial Educator / Sr MD - Build & Protect Wealth at GFI Global Financial Impact.
Cb Phillips is based in San Francisco Bay Area, United States, United States while working with GFI Global Financial Impact.
Cb Phillips has worked for Gfi Global Financial Impact, Kings Accountability Group, Inc., Extreme Execution Coaching, Diy Home Automation Assistance, Inc., and Independent Broker.
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Cb Phillips holds Industrial Technology, Computer Electronics from San José State University.
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