Chief Information Security Officer
Peak Brokerage
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David Phillips Email & Phone Number
Chief Information Security Officer
at
Peak Brokerage
1 work email found
@lincolninvestment.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Peak Brokerage
Role
Chief Information Security Officer
Location
West Palm Beach, Florida, United States
Who is David Phillips? Overview
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Quick answer
David Phillips is listed as Chief Information Security Officer at Peak Brokerage, based in West Palm Beach, Florida, United States. AeroLeads shows a work email signal at lincolninvestment.com and a matched LinkedIn profile for David Phillips.
David Phillips previously worked as Director IBM Software Engineering at Lincoln Investment and Manager IBM Systems at The Legend Group. David Phillips holds Bachelor'S Degree, Management Information Systems, General from University Of North Alabama.
Company email context
Email format at Peak Brokerage
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{first_initial}{last}@lincolninvestment.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Phillips. Compare company email patterns before reaching out.
Profile bio
About David Phillips
I spent my early years in IT working with The Legend Group in the Financial Services Industry designing and developing Business Applications to support the companies' proprietary critical business applications. Modeled and created DB2 database Tables and Views and developed and maintained RPGLE Applications to support the business. I managed a group of 5-7 IBM I Developers to support the IBM Systems and Software. I introduced and implemented SAP Crystal Reports throughout the organization to support Internal Departmental Reports and external Reports to Investors and Financial Advisors. The Legend Group was bought out by Lincoln Investment Planning LLC in 2017. Since 2017 to 2022 I served as Director of IBM Software Engineering with Lincoln Investment Planning LLC also in Financial Services much like my prior company The Legend Group. I Developed impactful Productivity Reports using SAP BI for Enterprise and SAP Crystal Reports to support High level Management and Advisors in the field. Created Universes using Information Design Tool to support data connectivity to critical data. Data sources included Enterprise Data Warehouse, Stored Procedures, SQL Servers and IBM DB2 Tables. Developed documentation for database definitions and table links to support all developers and Subject Matter Experts. Consulted with Network Administrators and .Net Developers to integrate APIs to access production SAP BI Reports and facilitate passing user parameters to these Reports. Configured SAP Report Scheduling in CMC for Report distribution to Individual Emails and Active Directory Groups. Report distribution to internal departments and external Office Branches. Provided SAP BusinessObjects training and support to business users and cross-functional teams.
Listed skills include Rpgle Programming, Sap Crystal Reports, Ssae16 Audits, Business Continuity And Disaster Recovery, and 2 others.
Current workplace
David Phillips's current company
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Peak Brokerage
4 roles
David Phillips work experience
A career timeline built from the work history available for this profile.
Chief Information Security Officer
Current
Peak Brokerage
Jan 2023 - Present
Director Ibm Software Engineering
Proven Information Technology Experience in Financial Services industry. Serving multiple firms over the years supporting proprietary critical business applications. My position at Lincoln was discontinued due to IT re-organization as of October 1, 2022.
Jan 2017 - Oct 2022
Manager Ibm Systems
IBM I Manager and Primary Developer. IBM I System design and Management. Lead the team in all aspects of DB2 Database Design and RPGLE Application Development.
Jan 2000 - Dec 2016
1 education record
David Phillips education
-
University Of North Alabama
FAQ
Frequently asked questions about David Phillips
Quick answers generated from the profile data available on this page.
What company does David Phillips work for?
David Phillips works for Peak Brokerage.
What is David Phillips's role at Peak Brokerage?
David Phillips is listed as Chief Information Security Officer at Peak Brokerage.
What is David Phillips's email address?
AeroLeads has found 1 work email signal at @lincolninvestment.com for David Phillips at Peak Brokerage.
Where is David Phillips based?
David Phillips is based in West Palm Beach, Florida, United States while working with Peak Brokerage.
What companies has David Phillips worked for?
David Phillips has worked for Peak Brokerage, Lincoln Investment, and The Legend Group.
How can I contact David Phillips?
You can use AeroLeads to view verified contact signals for David Phillips at Peak Brokerage, including work email, phone, and LinkedIn data when available.
What schools did David Phillips attend?
David Phillips holds Bachelor'S Degree, Management Information Systems, General from University Of North Alabama.
What skills is David Phillips known for?
David Phillips is listed with skills including Rpgle Programming, Sap Crystal Reports, Ssae16 Audits, Business Continuity And Disaster Recovery, Iseries Db2 Database Design, and Series 99 Operations Professional.
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