Will Phillips Email & Phone Number

New York, New York, United States

GB

GB

Chicago, IL, US

Provided analytical support to the Americas Portfolio Team through research of US Mutual Funds to gain better insight on MS data flow. Led and presented team case study to better optimize MS positioning with Financial Advisors through an analytical tool with cross-product capabilities

Waterville, Maine, US

Helped manage $200,000 equity portfolio, presented stock pitches, & analyzed current trends in the industrial sector. Created pitch books, collaborated and presented in professional atmosphere, reinforced concepts learned in Financial Accounting, & analyzed long term growth of energy companies

Conducted analytical decision support to highly complex, private equity sponsored $200 MM acquisition of 1,000 key Florida Gulf Coast mixed use Resort. In addition, summarized condo and hotel legal documents for CEO to better understand current and future liabilities that affected purchase price adjustment of acquisition. Created excel models that provides.

Hanover, NH, US

Participated in a highly-selective 4-week program taught by MBA faculty, providing an in-depth introduction to marketing, strategy, microeconomics, accounting, and finance. Performed a team-based valuation analyses of Crocs, which included financial and strategic assessments, a DCF analysis, and a final presentation to industry executives and faculty

Met with CFO weekly going over current company projections, conducting accrual accounting, analyzing major financial sheets and learned Ohana’s payment structure and relationships with clients. In addition, I conducted accounting reports, analyzed BoA statements for CFO in preparation for his weekly meetings.

Master Of Business Administration - Mba

Bachelor Of Arts - Ba, Economics:Financial Markets & Government

Summer School, Finance, General

High School/Secondary Diplomas And Certificates