Tim Phillips

Tim Phillips Email and Phone Number

CEO at Phillips and Company @ Phillips and Company Wealth Strategies
Tim Phillips's Location
Portland, Oregon, United States, United States
About Tim Phillips

ExperienceA recognized leader in the area of wealth management, Tim Phillips previously served as board chairman for the Willamette Family of Funds, which raised over $500 million in assets. But it is at Phillips and Company where Tim has made the biggest impact. With thousands of clients nationwide, it has quickly become one of the largest locally-owned wealth management firms in Oregon. Phillips and Company has been recognized for its unique 401(k) engagement model, which was highlighted by The Oregonian.Tim has also been quoted in The Chronicle of Philanthropy, Private Wealth Magazine, Wealth Manager Magazine, and on MSN Money as an expert in wealth management. In 2008, he was named by Worth magazine as one of the Top 250 Wealth Advisors in America.Phillips and Company was recently named as one of the top 150 Independent Advisory Firms in the United States by Financial Planning Magazine. CommunityPhillips served as the board chairman of the Children’s Cancer Association and also serves on the OHSU Cancer Council. He is a member of the Associated Oregon Industries board which focuses on strengthening the Oregon economy and issues facing Oregon businesses. He is also a Former Regent at Pepperdine University and serves on their endowment committee.

Tim Phillips's Current Company Details
Phillips and Company Wealth Strategies

Phillips And Company Wealth Strategies

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CEO at Phillips and Company
Tim Phillips Work Experience Details
  • Phillips And Company Wealth Strategies
    Ceo
    Phillips And Company Wealth Strategies Jan 1992 - Present
    Portland, Oregon, Us

Tim Phillips Skills

Building Materials Sales Management Key Account Management Pricing Sales New Business Development Account Management Retail Sales Operations Merchandising Product Development Trade Shows Purchasing Forecasting Key Account Development Asset Management Tactical Asset Allocation Strategic Planning Private Equity Venture Capital

Tim Phillips Education Details

  • Pepperdine University
    Pepperdine University
    Economics

Frequently Asked Questions about Tim Phillips

What company does Tim Phillips work for?

Tim Phillips works for Phillips And Company Wealth Strategies

What is Tim Phillips's role at the current company?

Tim Phillips's current role is CEO at Phillips and Company.

What is Tim Phillips's email address?

Tim Phillips's email address is tp****@****aol.com

What is Tim Phillips's direct phone number?

Tim Phillips's direct phone number is +150322*****

What schools did Tim Phillips attend?

Tim Phillips attended Pepperdine University.

What skills is Tim Phillips known for?

Tim Phillips has skills like Building Materials, Sales Management, Key Account Management, Pricing, Sales, New Business Development, Account Management, Retail, Sales Operations, Merchandising, Product Development, Trade Shows.

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