Phil Jones is a eficient professional, who works in True Path Financial and Insurance Services main office of which is in 618. on the position of Vice President of Operations and Finance from 2017. This expert gained professional experience in more than 18 positions at various companies. Phil Jones went to the Georgia Institute of Technology and was studying from 2014 to 2017. Phil Jones has such professional qualifications as Series 7, 63 & 55, Licensed Insurance Representative, and Series 7 & 63. Newport Beach, California is the city, where the professional was lastly known to be situated. The person's contacts are easily accessed through this website by request.
Name variants:
Philip Jones,
Philippa Jones,
Phyllis Jones
Last updated Jun 13, 2024
Contact Information
Last Update
Jul 17, 2022
Email
fl**@yahoo.com, jo**@nlgroupmail.com, pj**@att.com
Location
Newport Beach, CA
Company
True Path Financial and Insurance Services
Workplace
Vice President of Operations and Finance
Work History
Vice President of Operations and Finance
1200 Newport Center Dr, Newport Beach, CA 92660
from Sep 2017
Program Manager
3011 west Grand Blvd SUITE 2100, Detroit, MI 48202
from Jun 2015
Financial Representative
13355 Noel Rd, Dallas, TX 75240
I offer total financial needs analysis through a network of experienced professionals with expertise in:
Retirement analysis and programs
Estate strategies
Employee benefit and retention...
Jan 2015 — Sep 2017
Financial Representative
720 east Wisconsin Ave, Milwaukee, WI 53202
As a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation. By...
Sep 2013 — Jan 2015
Customer Service Reo
420 Montgomery St, San Francisco, CA 94129
Answered inbound customer calls for busy auto finance company
Accepted payments via phone and provided additional assistance as required
Implemented problem solving strategies to help res...
2006 — 2007
Vice President Equity Sales Trader
1000 Wilshire Blvd, Los Angeles, CA 90017
Responsible for interacting with Pension Funds, Mutual Funds and Hedge Funds nationwide selling research, generating ideas and executing on strategies
Built a book of Institutional custome...
Jul 2005 — Jun 2013
Sales Representative
405 west Goodwin St, Prescott, AZ 86303
Assisted customers in purchase or rental of musical instruments and supplies
Gathered and provided inventory information to managers and consulted on products to stock
Provided assistance...
2005 — 2006
Equity Sales Trader
420 Montgomery St, San Francisco, CA 94129
Covered Mutual Funds and Hedge Funds in the Western US while developing key relationships and building a book of business.
Grew and managed client base by managing flow of information
inc...
Jan 2004 — Jul 2005
Institutional Equity Sales and Trading
San Francisco, CA
Jan 2004 — Jul 2005
Registered Sales Associate
1585 Broadway, New York, NY 10003
Responsible for all aspects of business development for the team. Targeted marketing towards high net worth and corporate clients. Responsible for doing fundamental market research on portf...
Jul 2002 — Oct 2003
Sales Analyst
555 California St SUITE 1625, San Francisco, CA 94104
Worked with Retail Sales team that managed over $500 million in client assets. Supported clients dealing with VC's, LP's, founders, and executives of recently acquired, merged and companies ...
Jul 2000 — Jul 2002
Program Manager With Strategic Staffing Solutions
420 Montgomery St, San Francisco, CA 94129
Education
2014 — 2017
1999 — 2003
1999 — 2003
1991 — 1996
Occupations
Executive
Vice President of Operations
Representative
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Portfolio Management
Mutual Funds
Equities
Hedge Funds
Series 7
Management
Asset Allocation
Sales
Finance
Business Development
Cross Team Collaboration
Retirement Planning
Cusomter Service
Microsoft Office
Building Clientele
Schedules
Payments
Six Sigma
It Strategy
Interpersonal Skill
Project Management Tools
Information Technology
Software Project
Requirements Analysis
Sharepoint
Sdlc
Waterfall
Technology Management
Pmo
Project Portfolio
Agile Project Management
Project Plans
Scope Management
Telecommunications
Agile Methodologies
Negotiation
Vendor Management
Scrum
Android Development
Visio
Octave
Distributed Team
Pmi
Lean Software Development
Distributed Team Management
Delivery of Projects
Instructor Led Training
Project Portfolio Management
Cloud
Program Management
Risk Management
Business Process
Training
Ms Project
Microsoft Project
Project Planning
Project Management
Lean Six Sigma
Pmp
Cost Management
Software Development
Certified Scrum Master
Conflict Resolution
Lean Software
Certified Scrum Master Csm
Organizational Leadership
Machine Learning
Software Project Management
Organizational
Integration
Knowledge Based Systems
Project Performance
Project Delivery
FAQs about Phil Jones
What's the main profession of Phil Jones?
Phil Jones is a Vice President of Operations and Finance.
What jobs is Phil a professional at?
Phil is proficient at Executive and Vice President of Operations jobs.
Where does Phil Jones live?
Newport Beach, California is the place where Phil Jones currently lives
What is the professional's email?
The expert's email is fl**@yahoo.com and jo**@nlgroupmail.com.
Where did Phil Jones work?
This person worked at True Path Financial and Insurance Services, Georgia Institute of Technology.
What education does Phil Jones have?
Phil studied at the Georgia Institute of Technology from 2014 to 2017.
What are the certifications of Phil Jones?
This expert received the following certifications: Series 7, 63 & 55, Licensed Insurance Representative, Series 7 & 63, Financial Industry Regulatory Authority (Finra), Pmp, and Certified Scrummaster.
What languages does Phil Jones speak?
Phil Jones speaks English.