Account Specialist
Current
Dec 2023 - Present
AeroLeads people directory · profile
Blake Phillips Email & Phone Number
Account Specialist
at
Envestnet, Inc
1 work email found
@fmr.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Account Specialist
Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Company size
Who is Blake Phillips? Overview
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Quick answer
Blake Phillips is listed as Account Specialist at Envestnet, Inc, a company with 1908 employees, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Blake Phillips.
Blake Phillips previously worked as Equity Trader at Fidelity Investments and Customer Relationship Advocate at Fidelity Investments. Blake Phillips holds Bachelor Of Science - Bs, International Business from California State University Maritime Academy.
Company email context
Email format at Envestnet, Inc
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{first}.{last}@fmr.com
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AeroLeads found 1 current-domain work email signal for Blake Phillips. Compare company email patterns before reaching out.
Profile bio
About Blake Phillips
Currently working at Envestnet, Inc. as an Account Specialist. I have previous experience as a stock and options trader at Fidelity Investments, assisting high net worth clients and managed accounts. Held SIE, Series 7, and Series 63 licenses. Experience as an operations manager at Trapac Port of Oakland, managing and leading the day to day priorities coupled with long term projects within 4 different departments.Currently have 4+ years of on-chain DeFi experience. Knowledgeable about yield farming, perpetual futures, Ethereum smart contracts, zk-Rollups, Layer 2 protocols, micro-cap markets, NFTs, and more.I am a very hardworking and passionate individual. I'm constantly improving and love leading and helping people grow to reach their full potential.
Listed skills include Leadership, Presentation Skills, International Business, Social Media, and 25 others.
Current workplace
Blake Phillips's current company
Company context helps verify the profile and gives searchers a useful next step.
Envestnet, Inc
6 roles
Blake Phillips work experience
A career timeline built from the work history available for this profile.
Equity Trader
Customer Relationship Advocate
Premium Client Services
- Provided comprehensive financial wellness to clients, informed clients of investing options, and tax implications for their financial situations.- Executed equity, mutual fund, options, and precious metal trades and ensured client comfort with the platform for future use.- Partnered with Financial Consultants and Portfolio Specialists to assist high net.
May 2022 - Jun 2023
Assistant Manager, Equipment Maintenance
- Directed a team of 25+ ILWU Mechanics across four departments, ensuring optimal performance of container handling equipment, cranes, chassis, and refrigerated containers. - Collaborated with cross functional teams including IT, vessel, and yard operations to prioritize equipment repairs and lead various projects for operational enhancement.- Implemented.
Aug 2019 - Sep 2020
Operations Intern
- Assessed operational needs and developed solutions to save costs, improve revenues and drive customer satisfaction for each vessel.- Coordinated services with Customs and Border Patrol to prepare for the arrival and departure of internationally flagged car and oil tankers.- Oversaw multiple vessels and was in constant communication with Captains.
May 2018 - Aug 2018
Team & coworkers
Colleagues at Envestnet, Inc
Other employees you can reach at envestnet.com. View company contacts for 1908 employees →
MH
Monique Harake
Colleague at Envestnet, Inc
Denver, Colorado, United States, United States
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AA
Adersh A
Colleague at Envestnet, Inc
Kerala, India, India
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ES
Ethan Suleiman
Colleague at Envestnet, Inc
Bethlehem, Pennsylvania, United States, United States
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SM
Sherin Mariam Philip
Colleague at Envestnet, Inc
Kerala, India, India
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JJ
Josmi Jose
Colleague at Envestnet, Inc
Thiruvananthapuram Taluk, India, India
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SP
Sruthi Priya E
Colleague at Envestnet, Inc
Coimbatore, Tamil Nadu, India, India
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EH
Eric Halverson, Cfa
Colleague at Envestnet, Inc
Denver, Colorado, United States, United States
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AS
Amal Shaji
Colleague at Envestnet, Inc
Kottayam, Kerala, India, India
View →
VH
Vincent Hong
Colleague at Envestnet, Inc
Greater Seattle Area, United States
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SS
Sona Shabu
Colleague at Envestnet, Inc
Trivandrum, Kerala, India, India
View →
Monique Harake
Colleague at Envestnet, Inc
Denver, Colorado, United States, United States
View →
AA
Adersh A
Colleague at Envestnet, Inc
Kerala, India, India
View →
ES
Ethan Suleiman
Colleague at Envestnet, Inc
Bethlehem, Pennsylvania, United States, United States
View →
SM
Sherin Mariam Philip
Colleague at Envestnet, Inc
Kerala, India, India
View →
JJ
Josmi Jose
Colleague at Envestnet, Inc
Thiruvananthapuram Taluk, India, India
View →
SP
Sruthi Priya E
Colleague at Envestnet, Inc
Coimbatore, Tamil Nadu, India, India
View →
EH
Eric Halverson, Cfa
Colleague at Envestnet, Inc
Denver, Colorado, United States, United States
View →
AS
Amal Shaji
Colleague at Envestnet, Inc
Kottayam, Kerala, India, India
View →
VH
Vincent Hong
Colleague at Envestnet, Inc
Greater Seattle Area, United States
View →
SS
Sona Shabu
Colleague at Envestnet, Inc
Trivandrum, Kerala, India, India
View →
1 education record
Blake Phillips education
FAQ
Frequently asked questions about Blake Phillips
Quick answers generated from the profile data available on this page.
What company does Blake Phillips work for?
Blake Phillips works for Envestnet, Inc.
What is Blake Phillips's role at Envestnet, Inc?
Blake Phillips is listed as Account Specialist at Envestnet, Inc.
What is Blake Phillips's email address?
AeroLeads has found 1 work email signal at @fmr.com for Blake Phillips at Envestnet, Inc.
Where is Blake Phillips based?
Blake Phillips is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with Envestnet, Inc.
What companies has Blake Phillips worked for?
Blake Phillips has worked for Envestnet, Inc, Fidelity Investments, Trapac, and Inchcape Shipping Services.
Who are Blake Phillips's colleagues at Envestnet, Inc?
Blake Phillips's colleagues at Envestnet, Inc include Monique Harake, Adersh A, Ethan Suleiman, Sherin Mariam Philip, and Josmi Jose.
How can I contact Blake Phillips?
You can use AeroLeads to view verified contact signals for Blake Phillips at Envestnet, Inc, including work email, phone, and LinkedIn data when available.
What schools did Blake Phillips attend?
Blake Phillips holds Bachelor Of Science - Bs, International Business from California State University Maritime Academy.
What skills is Blake Phillips known for?
Blake Phillips is listed with skills including Leadership, Presentation Skills, International Business, Social Media, Skilled Multi Tasker, Interpersonal Leadership, Sales, and Data Entry.
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