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Bill Phillips
Executive Vice President at The Private Bank of the Peninsula
Executive with 22 years of experience in business development and client retention.
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Location
Palo Alto, California, United States, US
Bio
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Topline AI
Bill Phillips is a seasoned executive with 22 years of experience in business development, client retention, and overall bank growth, most recently as Executive Vice President at The Private Bank of the Peninsula. He also managed the Palo Alto office at Morgan Stanley.
Experience
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Executive Vice President
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Apr 2009 - Present
Business developement, client retention, overall Bank growth.
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Senior Vice President
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Mar 1976 - Aug 1998
Final job was managing the Palo Alto office.
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Education
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1972 - 1975University of California, Berkeley
BS, Accounting, Finance, Marketing
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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