Phillip Burnett is a high-level professional, who works in Bank of America main office of which is in 779. on the position of Senior Vice President - Market Director from 2008. Phillip Burnett has earned professional experience in more than four positions at different companies. Phillip Burnett went to the University of Mississippi and received education there from 1987 to 1989. Jackson, Mississippi is the area, where this expert was known to settle. This expert's email address and number can be easily accessed through SoftwareOfficial by request.
Name variants:
Philip Burnett
Last updated Jun 12, 2024
Contact Information
Workplace
Colleagues
Work History
Senior Vice President - Market Director
100 north Tryon St, Charlotte, NC 28202
Led teams of Financial Advisors, Private Bankers, Operations Managers and Compliance Officers in a Multi-State Market Area.
Nov 2008 — Aug 2009
Managing Director - Financial Advisor
1667 Lelia Dr, Jackson, MS 39216
I work for wealthy families, individuals and their companies seeking to manage, distribute and grow their wealth. Directional planning, asset allocation, asset management and risk management...
from Aug 2009
Executive Director - Complex Director
Led teams of Financial Advisor in various locations throughout the country including Mississippi, Tennessee, Kentucky, Ohio and New Jersey.
Feb 1993 — Nov 2008
Direct Marketing Specialist For Senior Financial Advisor
Marketed and hosted investment manager seminars on a monthly basis. Studied for and earned Series 7 and Series 63 licenses.
1991 — 1992
Education
1987 — 1989
1985 — 1986
upto
1982 — 1985
Occupations
Executive
Chief Executive Officer
Senior Vice President
Director
Managers
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Representative
Corporate Executive
Chief Executive
Vice President
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Wealth Management
Investments
Portfolio Management
Asset Allocation
Asset Management
Securities
Financial Services
Finance
Series 7
Financial Advisory
Alternative Investments
Financial Planning
Estate Planning
Private Equity
Risk Management
Investment Strategies
Strategy
Mutual Funds
Equities
Investment Banking
Retirement Planning
Entrepreneurship
Retirement
High Net Worth Individuals
Strategic Financial Planning
Private Placements
Wealth
Investment Advisory
Wealth Management Services
Insurance
Hedge Funds
Financial Analysis
Investment Management
Bonds
Options
401K
Portfolio Analysis
Series 65
Investment Advisory Services
Options Strategies
Cash Flow Forecasting
Asset Managment
Securities Lending
Series 8
Series 63
Etfs
Fixed Income
Private Banking
Capital Markets
FAQs about Phillip Burnett
What's the main profession of Phillip Burnett?
The expert is a Managing Director.
What are the main profession of This expert?
These person's professions are Executive and Chief Executive Officer
Where is Phillip Burnett located?
The expert is currently located in Jackson, Mississippi.
What is Phillip Burnett's email?
Phillip Burnett's email is pb**@cokerpalmer.com.
How many companies did Phillip Burnett work at?
Phillip Burnett worked at four jobs.
What education does Phillip Burnett have?
Phillip studied at the University of Mississippi from 1987 to 1989.
What is professional industry that Phillip Burnett is connected to?
This person works in Financial Services industry.
What are the skills of Phillip Burnett?
Phillip has such skills as Wealth Management, Investments, Portfolio Management, Asset Allocation, Asset Management, Securities, Financial Services, Finance, and Series 7.