Melissa Phillips

Melissa Phillips

location of Melissa PhillipsGreater Philadelphia

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  • Timeline

  • About me

    Director of Operations | Chief Compliance Officer at Eagle Wealth Strategies

  • Education

    • Bishop Eustace Prep School

      1995 - 1999
    • Villanova University

      1999 - 2003
      Bachelor of Arts English

      Activities and Societies: Sunshine Day volunteer, Intramural Basketball, Flag Football, and Softball

  • Experience

    • Grimley Financial Corporation

      Aug 2003 - Sept 2016
      • Executive Senior Adminstrator

        Oct 2015 - Sept 2016
      • Senior Administrator

        Jan 2012 - Sept 2015
      • Administrator

        Jan 2004 - Dec 2011
      • Administrative Assistant

        Aug 2003 - Dec 2003
    • Eagle Wealth Strategies

      Oct 2016 - now
      • Director of Operations and Chief Compliance Officer

        Apr 2023 - now
      • Operations Manager

        Jan 2019 - Jun 2023
      • Office Manager

        Oct 2016 - Jun 2023
  • Licenses & Certifications

    • Series 9 - General Securities Options Sales Supervisor

      FINRA
      Nov 2018
    • Series 10 - General Securities Sales Supervisor

      FINRA
      Nov 2018
    • Series 66 - Combined State Law License

      NASAA
      Oct 2018
    • Series 7 - General Securities Representative

      FINRA
      Aug 2018