Sally Phillips

Investment Executive at Development Bank of Wales

Sally Phillips has a diverse work experience spanning several industries. Sally is currently working as an Investment Executive at Development Bank of Wales since January 2022. Prior to this, they worked at Barclays for a significant period of time, holding various roles. From 2018 to 2022, they served as a Relationship Manager, where they developed and maintained client relationships. Before that, they worked as a Business Manager from 2016 to 2018, responsible for driving commercial success and managing branch resources. From 2012 to 2015, Sally held the role of Assistant Manager, overseeing the day-to-day operations of a large city center branch. Sally started their career at Barclays as a Mortgage Advisor from 2007 to 2012. Earlier in their career, Sally worked at HSBC, serving as a Financial Advisor from 2004 to 2007, a Mortgage Manager from 2003 to 2004, and a Lending Officer from 1997 to 2003. Additionally, they gained experience as a Payroll & VAT Clerk at Stephen J Jones Accountants from 1995 to 1997.

Sally Phillips has a Certificate in Financial Advice from the Institute Of Financial Services. Sally obtained this qualification in the field of Financial Planning and Services, although the specific start and end years are not provided. Additionally, they completed their high school education at Glanafan from 1990 to 1995, earning their GCSEs. Sally further pursued their education at the Institute of Financial Services, where they obtained a Certificate of Mortgage Advice (CeMap), although the duration of this program is unspecified. Finally, they attended Neath & Port Talbot College to study Accounting, completing the AAT Foundation degree.

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