Philip W H.

Philip W H. has a diverse work experience in the financial industry. Philip W started their career at Charles Schwab in 1991 and worked as a Managing Director for 14 years. Philip W then joined Harris Private Bank as a VP, Client Advisory Officer from 2005 to 2007. After that, they worked at Northern Trust as a VP, Wealth Strategist for a year. From 2008 to 2013, they served as the President of an Independent Planner and Insurance Producer. Currently, they are the Chief Wealth Strategist at TrustBank, where they have been working since 2013.

Philip W H. attended Menlo College from 1981 to 1985, where they obtained a Bachelor's degree in Business Administration and Accounting. Their field of study focused on business and accounting during their time at the institution.