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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