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Phil Bonelli

Phil bonelli

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location of Phil BonelliGainesville, Georgia, United States
Phone number of Phil BonelliView Mobile No.
Followers of Phil Bonelli1000 followers

  • Timeline

  • About me

    Founder, Roundtable Advisors, Inc.

  • Education

    • University of georgia - terry college of business

      2003 - 2007
      Bachelors of business administration finance, spanish

      Activities and Societies: Alpha Kappa Psi - Rush Chairman Honors Program

  • Experience

    • Bb&t

      Dec 2007 - Aug 2010

      -Assisted with the management of a $300MM+ commercial loan portfolio -Annual financial review of commercial loan relationships in excess of $1MM for compliance

      • Commercial Relationship Manager

        Oct 2008 - Aug 2010

      • Portfolio Manager

        Dec 2007 - Oct 2008

    • Wells fargo bank

      Aug 2010 - Jul 2018
      Vice president, middle market banking

      Consults with middle market companies with revenues up to $1 billion, to assist in growing their business and managing their working capital and risk.

    • Regions bank

      Jul 2018 - Apr 2024
      Senior vice president - commercial relationship manager

      I work with Middle Market Companies across Northeast GA, and bring over a decade of experience in Commercial Banking to provide my clients with the expertise and advice that they need related to capital and financial solutions for their businesses.

    • Roundtable advisors, inc.

      Apr 2024 - now
      Chief executive officer

      Roundtable Advisors, Inc is a consulting firm serving small to medium sized businesses. We leverage highly experienced Fractional CFO's and COO's to grow help business owners accelerate their growth, improve their margins, and destress their lives.

  • Licenses & Certifications

    • Certified treasury professional (ctp)

      Association for financial professionals
      Jul 2019
      View certificate certificate

  • Volunteer Experience

    • Youth Speaker

      Issued by Junior Achievement of Georgia on Jan 2013
      Junior Achievement of GeorgiaAssociated with Phil Bonelli

    • Chairman of Futures for Kids Gala, Gainesville, GA Chapter

      Issued by Boys and Girls Clubs of America on Jan 2015
      Boys and Girls Clubs of AmericaAssociated with Phil Bonelli

    • Race Director for 2013 Trillium Trek

      Issued by Elachee Nature Science Center on Jan 2013
      Elachee Nature Science CenterAssociated with Phil Bonelli

    • Board Member

      Issued by Greater Hall Chamber of Commerce on Jan 2012
      Greater Hall Chamber of CommerceAssociated with Phil Bonelli

    • Campaign Chairman

      Issued by United Way of Hall County on Apr 2018
      United Way of Hall CountyAssociated with Phil Bonelli

    • Club President, Gainesville, GA Chapter

      Issued by Kiwanis International on Oct 2012
      Kiwanis InternationalAssociated with Phil Bonelli