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As a Senior Business Analyst, Phillip draws on his numerous years of consulting with JP Morgan and other firms on financial reporting to guide FundCount clients through all phases of implementation. Before working in a consultancy capacity, Phillip spent over seven years with FourWinds Capital Management, where he oversaw accounting, operations, and cash management for their Fund of Funds products. Phillip was actively involved in launching and managing both onshore and offshore products with all of their regulatory intricacies, which provided him with broad foundational experience in the financial services industry. Prior to FourWinds, he spent time at U.S. Bancorp as a Portfolio Administrator and at a software start-up.

Phillip holds a B.A. in Economics and Finance from Washington University in St. Louis.