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Philipp Basara's email & phone

Position:Financial Planner at Blue Trust
Experience:8 years
Location:United States

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Work Experience

Financial Planner at Blue Trust

Jan 2025 - Current

Associate Financial Planner at Blue Trust

Aug 2023 - Jan 2025

Budget Analyst at IWU National & Global

Jan 2022 - Apr 2022

Education

Certificate in Financial Planning at Indiana Wesleyan University

Master of Science - MS at University of Missouri-Kansas City

Bachelor of Arts - BA at Indiana Wesleyan University

Current Company Information Blue Trust

Name: Blue Trust

Speciality: Financial, retirement, and estate planning, Charitable giving strategies, Personal trust and estate settlement services, Business consulting services, Investment management, Cash flow and budget planning, Professional Athlete services, Retirement plan consulting, Family Office, Institutional services

Location: Alpharetta, GA, United States

Employees: 200-500

HQ Phone: 800.841.0362

Description: Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Wit...

Frequently Asked Questions

What is Philipp Basara's minimum period of employment in the companies?

Philipp Basara's minimum period of employment in various companies is 3 months.

What is Philipp Basara's average duration of employment for different companies?

On average, Philipp Basara works for one company for 8 months

What industries has Philipp Basara worked in?

Philipp Basara works in the Financial Services. Previously, Philipp Basara worked in the Higher Education, and Public Safety.

What positions has Philipp Basara held before?

Previously, Philipp Basara worked as a Associate Financial Planner, and Budget Analyst, and Gefreiter.

How do I contact Philipp Basara?

Philipp Basara's email address is p*******b@bluetrust.com, phone number is +1-***-***-0514. Sign up to get contact details.

Who is the Chairman & CEO of the Blue Trust?

The Chairman & CEO of the Blue Trust is Nick Stonestreet

Who are Philipp Basara's peers at other companies?

Philipp Basara's peers at other companies are Phenyo Mathebula and Kassam Wakrot and C Odlum

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