Profil
Prior to joining Univest Wealth Management, Mr. Rush obtained a wealth of experience in the financial services industry.
He is responsible for providing portfolio management solutions to his clients to help them reach their financial objectives.
Mr. Rush earned a BSc in Business Administration from Eastern Mennonite University.
He also holds an MSc in Taxation from Widener University and maintains various professional certifications including; Certified Financial Planner, Certified Management Accountant and Certified Financial Manager.
Mr. Rush is a member of the North Pennsylvania Chapter of the Institute of Management Accountants.
Anciens postes connus de Phil J. Rush
| Sociétés | Poste | Fin |
|---|---|---|
Univest Investments, Inc.
 Univest Investments, Inc. Investment ManagersFinance Founded in 1968, Univest Investments, Inc., is a registered investment advisor headquartered in Souderton, Pennsylvania. They are a subsidiary of Univest Corporation of Pennsylvania (NASDAQ: UVSP). | Gestionnaire de Portefeuille-Actions | 01/06/2011 |
Formation de Phil J. Rush
| Eastern Mennonite University | Undergraduate Degree |
| Widener University | Graduate Degree |
Expériences
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| Entreprise privées | 1 |
|---|---|
Univest Investments, Inc.
Univest Investments, Inc. Investment ManagersFinance Founded in 1968, Univest Investments, Inc., is a registered investment advisor headquartered in Souderton, Pennsylvania. They are a subsidiary of Univest Corporation of Pennsylvania (NASDAQ: UVSP). | Finance |
