Phil Jones
Strategic Financial and Operations Architect || Optimizing Wealth through Tax-Savvy Strategies || Empowering Businesses and Individuals to Thrive
- Role
- Vice President, Operations and Finance at True Path Financial and Insurance Services
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Phil Jones
Are taxes cutting into your hard-earned dollars? Whether you’re managing a…
Experience
Vice President, Operations and Finance
True Path Financial and Insurance Services
Sep 2017 — Present · Irvine, CA, US
As a member of our senior leadership team, I get to serve our organization by creating vision and inspiring our team to operate into the fullness of their potential. I get to ensure that our organization has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow and to ensure financial strength and operating efficiency. I am responsible for developing, monitoring and evaluating overall corporate strategy in partnership with our CEO and leaders of business units with emphasis on bottom line performance, working capital and enhancing shareholder value. I also provide financial insights that impact decisions regarding the formulation and execution of strategies.
Education
San Diego State University
Bachelor of Arts - BA
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.