Investment Operations Lead
Abhi joined the Phillips Financial team in 2024 as an Investment Operations Lead. In his role, Abhi specializes in optimizing investment operations for advisors and clients. Leveraging technology with advanced analytics and streamlined workflows, he ensures tailored and effective financial solutions.
Raised in Fort Wayne, Abhi graduated from Northrop High School. He holds a Bachelor of Science degree from Purdue University with a concentration in Finance. He enjoys spending time with family and friends, watching sports, and traveling.