Philip Beethoven-Wilson
Partner, Wealth Manager at Legacy Advisor Group
- Role
- Partner, Wealth Manager at Legacy Advisor Group
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Philip Beethoven-Wilson
A dedicated, team-oriented leader that serves to empower others by helping them achieve…
Experience
Partner, Wealth Manager
Oct 2024 — Present
Registered Representative of Cambridge Investment Research, Inc, a Broker/ Dealer, Member FINRA/ SIPC. Cambridge and Legacy Advisor Group are not affiliated
Skills
- Customer Relationship Management (Crm)
- Public Speaking
- Microsoft Office
- Marketing
- Research
- Photoshop
- Spanish
- Operations Management
- Powerpoint
- Microsoft Excel
- Customer Service
- Project Management
- Teamwork
- Microsoft Word
- Team Leadership
- Social Media
- English
- Direct Sales
- Time Management
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.