Phillip Wallace
Financial Advisor specializing in Portfolio Investments, Insurance, Annuities, Retirement Planning, Mortgages and Business Financing
- Role
- President at Aragon Capital, Llc
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Phillip Wallace
Finance professional with strategic focus in the wealth management, mortgage lending and…
Experience
President
Aug 2020 — Present
Education
Fordham Gabelli School of Business
MBA, Finance and International Business
1996 — 1997
Skills
- Banking
- Risk Management
- Corporate Finance
- Finance
- Sales
- Financial Reporting
- Derivatives
- Human Resources
- Accounting
- Portfolio Management
- Sec Filings
- Loans
- Investments
- Strategic Planning
- Credit Risk
- Project Management
- Building Strong Referral Networks
- Financial Services
- Credit
- Investment Banking
- Mortgage Lending
- Managerial Finance
- Management
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