What is Jeffrey Phillips Cfa Cpa email address?

Jeffrey Phillips Cfa Cpa's primary email address is ****************@rehmann.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeffrey Phillips Cfa Cpa work for?

Jeffrey Phillips Cfa Cpa is a Principal at Rehmann, a company specializing in Functions related to depository banking.

Where Jeffrey Phillips Cfa Cpa graduated from?

Jeffrey Phillips Cfa Cpa holds a degree in Science In Finance from Walsh College.

How can I directly contact Jeffrey Phillips Cfa Cpa?

To contact Jeffrey Phillips Cfa Cpa directly, you can use the email address ****************@rehmann.com. Complete contact information is available upon registration with Muraena.

Who is Jeffrey Phillips Cfa Cpa?

Jeffrey Phillips is a seasoned financial professional with over two decades of experience in investment management and financial advisory roles. Currently serving as Director at Rehmann Financial, he specializes in alternative investments, asset allocation, and strategic financial planning. His career trajectory includes significant positions such as Chief Investment Officer and Principal at Rehmann, where he has demonstrated a strong ability to lead teams and manage complex financial portfolios. Jeffrey holds advanced degrees in finance and accounting, equipping him with a solid technical foundation. His journey began in the restaurant industry, providing him with unique insights into business operations. With a commitment to excellence and client satisfaction, he has built a reputation for delivering tailored financial solutions. Outside of his professional life, Jeffrey has served as a trustee for the Oakland Township Board, showcasing his dedication to community involvement. He is passionate about leveraging his expertise to drive innovation in wealth management.