Deep Enrich
Melissa Phillips
Greater Philadelphia
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Connect with Melissa Phillips to Send Message
ConnectTimeline
About me
Director of Operations | Chief Compliance Officer at Eagle Wealth Strategies
Education
Bishop Eustace Prep School
1995 - 1999
Villanova University
1999 - 2003Bachelor of Arts EnglishActivities and Societies: Sunshine Day volunteer, Intramural Basketball, Flag Football, and Softball
Experience
Grimley Financial Corporation
Aug 2003 - Sept 2016Executive Senior Adminstrator
Oct 2015 - Sept 2016Senior Administrator
Jan 2012 - Sept 2015Administrator
Jan 2004 - Dec 2011Administrative Assistant
Aug 2003 - Dec 2003
Eagle Wealth Strategies
Oct 2016 - nowDirector of Operations and Chief Compliance Officer
Apr 2023 - nowOperations Manager
Jan 2019 - Jun 2023Office Manager
Oct 2016 - Jun 2023
Licenses & Certifications
Series 9 - General Securities Options Sales Supervisor
FINRANov 2018Series 10 - General Securities Sales Supervisor
FINRANov 2018
Series 66 - Combined State Law License
NASAAOct 2018Series 7 - General Securities Representative
FINRAAug 2018
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