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    Phil Bruno

    Associate Vice President - Investment Officer at Wells Fargo Advisors

    Phil Bruno, who is the Head of Management Company Services at Gen II Fund Services, has a robust background in finance and accounting. Here are some key points about him:

    Experience

    • Phil has been with Gen II since 2018, initially serving as the firm's managing director and chief financial officer. He now leads the management company services.12
    • Prior to joining Gen II, he held senior finance positions at Credit Suisse and JPMorgan. At these institutions, he was involved in roles such as head of controlling, planning, and analysis within the Asset and Wealth Management division and head of finance for Americas Investment Banking and Mergers and Acquisitions.1
    • Earlier in his career, he worked for PricewaterhouseCoopers in the Business Assurance practice based in New Jersey.1

    Education and Certifications

    • Phil received his bachelor’s degree from Rider University.12
    • He was a certified public accountant (CPA) in the State of New Jersey, although the current status of this certification is not specified.1

    Professional Background

    • Phil brings over twenty years of experience in the financial services industry, focusing on finance and accounting.1

    His LinkedIn profile, under the username philbruno324, reflects his current role and extensive experience in the financial sector.2

    Related Questions

    What are Phil Bruno's main responsibilities at Gen II Fund Services?
    How did Phil Bruno transition from Wells Fargo Advisors to Gen II Fund Services?
    What specific finance and accounting experience does Phil Bruno bring to Gen II?
    What are some notable achievements of Phil Bruno in his career?
    How has Phil Bruno's leadership impacted Gen II's management company services?
    Phil Bruno
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    Experience

    Associate Vice President - Investment Officer at Wells Fargo Advisors (2000 - Present)

    Education

    Christian Brothers College High School (1971 - 1975)

    Location

    New York, New York, United States