Julia Phipps' Professional Contact Details

Mobile Number (Verified)
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HQ
+1 800-449-6275
Location
New York, New York
Company

Julia Phipps' Current Company Details

CNote gives corporations, institutions and individuals a simple, effective way to invest in under-resourced communities at scale. The women-led technology platform deploys corporate cash into loan funds and ins...
CNote gives corporations, institutions and individuals a simple, effective way to invest in under-resourced communities at scale. The women-led technology platform deploys corporate cash into loan funds and insured deposit products at impact-driven community financial institutions that advance economic equality, racial justice, gender equity and climate change initiatives.Corporate leaders including Apple, Mastercard, Patagonia, PayPal and Netflix use CNote's platform to advance their diversity, equity and inclusion goals by authentically supporting low-income communities and communities of color. They earn returns comparable to what conventional products yield—while providing essential capital to minority depository institutions (MDIs), community development financial institutions (CDFIs), low-income designated (LID) credit unions and other impact finance organizations. Individuals can also invest through the platform to support an economy that works for everyone.CNote founders Catherine Berman, CEO, and Yuliya Tarasava, COO, launched CNote in 2016 with a mission to close the wealth gap through financial innovation. Based in Oakland, California, CNote is a Certified B Corporation and is GIIRS rated.
impact investing
financial inclusion
investing
foundations
donor advised funds
esg
sri
social impact
community investing
cdfis
financial services
finance

Julia Phipps' Work History and Education

CNote
Director of Due Diligence
2021 - Present
New York City Economic Development Corporation
Assistant Vice President - Strategic Investments Group
2018 - 2021 • 3 years
H/2 Capital Partners
Associate
2017 - 2018 • 1 year
Deutsche Bank
Associate - Credit Risk Management: Hedge Funds
2014 - 2017 • 3 years
Citi
Credit & Portfolio Analyst in Hedge Funds Group
2012 - 2014 • 2 years
UBS
Risk Control Analyst
2011 - 2011 • 2 months

Others Named Julia Phipps

Director of Stakeholder Relations at St Stithians College, South Africa
Professional Engineer- Public Works at Halff
Co-Owner at
Communications Manager at Lane Cove Council

Frequently Asked Questions about Julia Phipps


What company does Julia Phipps work for?

Julia Phipps works for CNote.

What is Julia Phipps' role at CNote?

Julia Phipps' role at CNote is Director of Due Diligence.

What is Julia Phipps' email address?

Julia Phipps' email address is j**@mycnote.com.

What is Julia Phipps' business email address?

Julia Phipps' business email address is j**@mycnote.com.

What is Julia Phipps' direct mobile number?

Julia Phipps' direct mobile number is (212) XXX-XXXX.

What is Julia Phipps' HQ phone number?

Julia Phipps' HQ phone number is +1 800-449-6275.

What industry does Julia Phipps work in?

Julia Phipps works in the Financial Services industry.

Who are Julia Phipps' colleagues?

Julia Phipps' colleagues are Emily Jackson, Lawrence Lai, Tara Greco and Camille Pelletier.

Colleagues at CNote

UX Design Consultant
Financial Controller and Real Estate Investor

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