Isaac Phillips

Analyst, Client Finance @ Privia Health

About Isaac Phillips

Isaac Phillips is an Analyst in Client Finance at Privia Health, with a diverse background in finance and military leadership. He holds a Bachelor of Science in Theoretical Mathematics from The Ohio State University and a Master of Science in Applied Mathematics from Indiana State University.

Current Role at Privia Health

Isaac Phillips currently serves as an Analyst in Client Finance at Privia Health. He has held this position since 2021, contributing to the financial analysis and management of client accounts. His role involves utilizing analytical skills to support financial decision-making processes within the organization.

Previous Experience at JPMorgan Chase & Co.

Isaac Phillips has extensive experience at JPMorgan Chase & Co., where he held multiple positions. He worked as a Mortgage Banking Closing Specialist from 2016 to 2017 and later as a Capacity Analyst in Business Management for three months in 2017. Additionally, he served as a Fraud Analyst from 2015 to 2016. His roles involved various aspects of financial operations and client management.

Military Service Background

Isaac Phillips has a notable military background, serving in the Army National Guard. He was commissioned into the Army Corps of Engineers on August 9, 2015. He has held the position of Platoon Leader from 2015 to 2019 and currently serves as an Executive Officer since 2019. His military roles emphasize leadership, strategic planning, and operational management.

Educational Qualifications

Isaac Phillips holds a Bachelor of Science degree in Theoretical Mathematics from The Ohio State University, where he studied from 2012 to 2015. He furthered his education by obtaining a Master of Science degree in Applied Mathematics from Indiana State University, completing his studies from 2019 to 2021. His academic background provides a strong foundation for his analytical skills.

Skills and Expertise

Isaac Phillips possesses a unique skill set that includes the ability to present complex topics to diverse audiences. This indicates strong communication and teaching abilities, which are essential in both his current role in finance and his military leadership positions. His experience in middle management enhances his capability to lead and manage teams effectively.

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