Phillip Wallace
Financial Adviser
786-529-6540
Phillip is a dynamic and versatile finance professional with multi-disciplinary background in Personal Finance, Mortgage Lending, Corporate Credit, Treasury, Financial Risk Management, Operations Management, Strategic Planning, Sales and Marketing, Project Management and Systems Implementation as well as Insurance, Annuities, 401K/IRA's, Retirement Planning, Mortgages. He is a results-oriented team builder with challenge driven mentality seeking to add value to our organization in the mortgage finance, consumer finance, banking, insurance or consulting industries.
Phillip holds an MBA in Finance and International Business from Fordham Gabelli School of Business since 1997.
