Cb Phillips
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Cb Phillips Email & Phone Number

MBA - Financial Educator / Sr MD - Build & Protect Wealth at GFI Global Financial Impact
Location: San Francisco Bay Area, United States 10 work roles 4 schools
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Role
MBA - Financial Educator / Sr MD - Build & Protect Wealth
Location
San Francisco Bay Area, United States

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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. 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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GFI Global Financial Impact

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About Cb Phillips

"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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Cb Phillips's current company

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GFI Global Financial Impact
Gfi Global Financial Impact
MBA - Financial Educator / Sr MD - Build & Protect Wealth
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10 roles

Cb Phillips work experience

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Financial Educator - Senior Marketing Director/Recruiter

Current

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 people's lives by helping them navigate the complex world of finance with confidence and clarity.With a strong background in business and a keen understanding of financial principles, I am committed to breaking down barriers and making financial literacy accessible to all. Whether through engaging content, informative workshops, or personalized coaching sessions, I am dedicated to equipping individuals with the skills they need to make informed financial decisions and build a brighter future for themselves and their families.At GFI, we believe that financial empowerment is the key to unlocking opportunities and creating lasting impact. I am honored to be part of a team that shares this vision and is dedicated to making a meaningful difference in the lives of others. Together, we are shaping a world where financial knowledge is power, and everyone has the opportunity to thrive. Let's connect and collaborate to drive positive change and inspire financial wellness worldwide! 🚀 #FinancialEmpowerment #MarketingInnovator #ImpactDriven

Feb 2024 - Present

Vice President And Member Of Board Of Directors (Non-Profit)

Current
Kings Accountability Group, Inc.

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.

Aug 2018 - Present

Extreme Execution Coach - Swivel Coaching

Current

Grand Ledge, Michigan, Us

I coach professionals to understand their behavior qualities so that they can maximize their output while building their emotional intelligence.

Sep 2019 - Present

C7 Electrician - Independent (#1025271)

Current
Diy Home Automation Assistance, Inc.

Licensed Electrician specializing in Home Automation Installations.Currently Licensed in the State of California - Through April 2023

Mar 2017 - Present

Licensed Real Estate Broker (#01813205)

Current
Independent Broker

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 part of my partnership, I acquired properties, generated marketing plans, and various online marketing promotions that led to finding home buyers and investors for the purchase of Bank Owned Properties. Key Results:Successfully sold 128 REO properties. My team contributed to the completion of over 200 Broker Price Opinions (BPO) each month. I project managed Exposition Booths at Multiply Real Estate Expos throughout the United States. Created, developed, sold and marketed an industry leading online tool for Broker Price Opinion Automation. www.bpobuddy.com Trained agents how to research and approach distressed homeowners for successful short sale transactions. This was accomplished by mail marketing, internet research and cold calling.**Currently a License Real Estate Broker for the State of California, but not ACTIVE.

Mar 2008 - Present

Senior Account Executive

Redwood City, California, Us

Sep 2022 - Feb 2024

Senior Account Director

Monroe, Louisiana , Us

Managing four of the top accounts in the branch. Over $1M in monthly revenue. I deal with simple/complex quoting and presenting of Lumen Solutions. Assist with Service Delivery related activities to ensure customer experience is as expected. Provide sales management reporting on a weekly basis via Salesforce and other tools. I utilize a consultative approach to win business.Key Results:• Over 100% of Sales Target every year at Lumen with just four key accounts.• Awarded Circle of Excellence 2021.• Proven and verifiable track record in exceeding sales quotas consistently during my career at Lumen. • Met or exceeded sales targets (SOV) every year through 2021 and on track to do the same in 2022.

May 2019 - Sep 2022

Global Account Director - Enterprise

Gtt

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 team through aggressive prospecting and selling.

Jan 2018 - May 2019

Account Director - Ott

Sydney, Nsw, Au

Managed the top accounts in OTT branch, while maintaining professional internal and external relationships. I continued to develop relationships with new clients, while maintaining existing market accounts. I dealt with simple/complex quoting and presenting of Telstra Solutions to Global 2000 companies. Assisted with Service Delivery related activities to ensure customer experience isas expected. Provided sales management reporting on a weekly basis via Salesforce and other tools.Key Results:• Managed accounts such as Google, Yahoo, Facebook, and Twitter. Participated in multiple Requests for Proposal projects.• Awarded Presidents Club 2011, 2013 and 2014. Honored with Telstra Extreme Award in June 2015.• Proven and verifiable track record in exceeding sales quotas consistently during my career at Telstra/Pacnet. Met or exceeded sales targets every year through 2016.

Nov 2010 - Jan 2018

Account Executive

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 positioned myself at most levels of the decision making process and through my consultative sales approached, I was able to earn the trust and respect of my contacts.Key Results:Sold largest New Logo in the branch in 2005. Migrated all business from AT&T.Managed Global 2000 accounts. Participated in multiple Requests for Proposal projects. Was able to grow a Multi-national Financial Data company spend from $400,000 a year to $4.5 Million. Elevated account sales by 210% of plan in 2007. Sold, implemented, and serviced multiply data networks for customer’s within the Commercial Account base.Organized and participated in quarterly operation reviews, account reviews and account strategy sessions. I was able to articulate a comprehensive plan of attack for new Logos opportunities and execute with confidence.Awarded Top Sales Person nine times during my time in Commercial Accounts. Received Masters Award twice and was invited to the NASDAQ stock exchange for the launch of the new MCI.Consistently exceeded sales objective each and every year.

Sep 1994 - Jan 2008
4 education records

Cb Phillips education

Industrial Technology, Computer Electronics

San José State University

Mba, Business Administration And Management, General

National University

Certificate, Internet Of Things: Business Implications And Opportunities

Mit Sloan School Of Management

Education record

Breathe University
FAQ

Frequently asked questions about Cb Phillips

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What company does Cb Phillips work for?

Cb Phillips works for GFI Global Financial Impact.

What is Cb Phillips's role at GFI Global Financial Impact?

Cb Phillips is listed as MBA - Financial Educator / Sr MD - Build & Protect Wealth at GFI Global Financial Impact.

Where is Cb Phillips based?

Cb Phillips is based in San Francisco Bay Area, United States while working with GFI Global Financial Impact.

What companies has Cb Phillips worked for?

Cb Phillips has worked for Gfi Global Financial Impact, Kings Accountability Group, Inc., Extreme Execution Coaching, Diy Home Automation Assistance, Inc., and Independent Broker.

How can I contact Cb Phillips?

You can use AeroLeads to view verified contact signals for Cb Phillips at GFI Global Financial Impact, including work email, phone, and LinkedIn data when available.

What schools did Cb Phillips attend?

Cb Phillips holds Industrial Technology, Computer Electronics from San José State University.

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