Phillips and Company

From July 2022 through January 2024, I worked as a Registered Client Service Associate at Phillips and Company, LLC. working as the Assistant to the CEO and President Tim Phillips, and alongside the CFO and Vice President James Smith, assisting in data aggregation, analysis, and modeling. I was tasked with scheduling client and business associate interactions, providing pertinent data, models, and presentations required for quarterly Client meetings, retirement planning and modeling meetings, and security trades. During my time at Phillips and Company, I have also audited courses on business analytics coding in Excel, and read business philosophy and Psychology books, as I continue my postgraduate education.