Phillip Moy serves as Senior Salesforce Platform Manager in Mesirow Wealth Management. He oversees the strategic planning, implementation and optimization of Salesforce solutions, ensuring alignment with business objectives. 

Phillip has over 30 years of experience in the financial services industry, providing solutions to technical needs of different businesses. Prior to joining Mesirow in 2024, Phillip was Salesforce CRM IT Product Owner at Hightower Advisors. Prior positions he held include IT Project Manager and Senior Business Systems Analyst at JP Morgan Chase, Wells Fargo Advisors and Greenbrier & Russel Consulting. 

Phillip is active in the Chicago area climbing community. He volunteers his time for USA Climbing youth competitions as a Certified level II judge, volunteers at Chicago Adventure Therapy and Chicago Climbs, and is a member of the Chicago Mountaineering Club. 

Phillip earned a Bachelor of Science in Business Administration from Indiana University and has the Sales Administrator, Sales Advanced Administrator and Web Developer Certifications.