Phillip Craig O'Dell

Investment Broker

With over 32 years of experience in the investment industry, I specialize in providing sound financial guidance and investment strategies tailored to the unique needs of my clients.

From: United States

Lives In: United States

Age: 57

Gender: Male

My Skills

Financial Skills

Investment Strategies

95%

Financial Planning

90%

Risk Management

85%

Investment Broker Expertise

Market Analysis

92%

Client Relationship Management

98%

Financial Consulting

87%

Education

1990

Bachelor of Business Administration in Finance
University of Texas
Graduated with honors, specializing in finance and investment strategies.
1989

Certified Financial Planner (CFP)
Financial Planning Association
Obtained certification to provide comprehensive financial planning services.
1988

Master of Business Administration (MBA)
Harvard Business School
Focused on advanced investment management and corporate finance.

Experience

2017 - Current

Senior Investment Broker
Private Wealth Management
Managing a portfolio of high-net-worth clients, providing strategic investment advice and portfolio management services.
2014 - 2017

Investment Strategist
ABC Investment Firm
Developed and implemented investment strategies, focusing on maximizing returns while managing risk for institutional investors.
2011 - 2014

Financial Advisor
XYZ Financial Group
Provided personalized financial advice and investment strategies to individual clients, helping them achieve long-term financial goals.

What Can I Do?

Investment Strategies

Providing tailored investment strategies to help clients achieve their financial goals.

Wealth Management

Expert wealth management services to grow and protect your wealth over time.

Financial Consulting

Offering professional financial consulting to help you navigate complex investment decisions.

Portfolio Management

Comprehensive portfolio management services that align with your financial objectives.

See My Work

Investment Portfolio Tracker

Finance, Investments

Stock Market Analysis Tool

Finance, Analysis

Risk Management Dashboard

Risk, Finance

Client Financial Reporting Tool

Finance, Clients

Wealth Management Platform

Finance, Wealth

Financial Advisor Dashboard

Finance, Clients

What Clients are Saying

"Working with Phillip has transformed my investment strategies. His expertise in managing risk and optimizing returns has helped me achieve consistent growth in my portfolio."

John Harrison

CEO, Harrison Capital

"Phillip has a deep understanding of the market and consistently offers insightful advice. His guidance has been invaluable in growing my wealth over the years."