Senior Strategic Advisor
Current
Mar 2024 - Present
AeroLeads people directory · profile
John Phillips Email & Phone Number
Founder, FullSend LLC
at
FusionIQ
2 work emails found
@fidelity.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder, FullSend LLC
Location
Wellesley, Massachusetts, United States
Company size
Who is John Phillips? Overview
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Quick answer
John Phillips is listed as Founder, FullSend LLC at FusionIQ, a company with 10 employees, based in Wellesley, Massachusetts, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for John Phillips.
John Phillips previously worked as Senior Strategic Advisor at Fusioniq and Senior Advisor at Callodine Group. John Phillips holds Mba, Finance from Boston College Carroll School Of Management.
Company email context
Email format at FusionIQ
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{first}.{last}@fidelity.com
89% confidence
AeroLeads found 2 current-domain work email signals for John Phillips. Compare company email patterns before reaching out.
Profile bio
About John Phillips
Consult with RIA, Family Office and Broker Dealers on growth, efficiency, and transformation strategies. Over 25 years of experience in all aspects of the delivery of financial services including the advisor, home office and end investor. Proven track record in working with a range of firms from Fortune 500 to start-ups making material transformative changes. Serve as a strategic consultant to help define and execute impactful strategic initiatives.Please go to the following page for additional legal information:Http://Go.fidelity.com/LinkedInProfileFCCS868261.1.0
Listed skills include Financial Services, Services, Phillips, and Investments.
Current workplace
John Phillips's current company
Company context helps verify the profile and gives searchers a useful next step.
Fusioniq
12 roles · 18 years
John Phillips work experience
A career timeline built from the work history available for this profile.
Senior Advisor
Current
Feb 2024 - Present
Founder
Current
Fullsend Llc
Providing experience and insight to create and power strategic growth plans in Wealth Management.
Feb 2024 - Present
Executive Vice President
Head of Sales for "Platform Business". Lead all aspects of new business efforts across RIA, Family Office, and Broker Dealers for clearing and custody services targeted to exceed $100B in new assets annually.
2008 - Dec 2023
Senior Vice President, Enterprise Sales
Lead new business opportunity efforts for team focused on strategic accounts in the clearing division of Fidelity, National Financial
Mar 2003 - Dec 2007
Chief Operating Officer
Managed consulting division and oversaw international expansion into UK, Canada, Japan, and Korea. Firm focused on optimizing the user experience on the internet across multiple verticals, with a primary focus on financial services
Jan 2000 - Feb 2003
Head Of Bank Broker Dealer Segment
Led relationship management and sales team for bank affiliated broker dealer clients of the clearing division of Fidelity..
Jan 1998 - Dec 1999
Vice President Of Sales
Bringing new broker dealer relationships to the clearing division of Fidelity across full-service, institutional and bank affiliated brokerage firms
Jan 1994 - Dec 1996
Director, Finance And Sales Operations
Led the credit review process including risk and pricing approval for broker dealer firms using clearing services of Fidelity. Also supported sales operations and due diligence for prospective firms evaluating Fidelity.
Jan 1993 - Dec 1993
Relationship Manager
Managed existing broker dealer firms for satisfaction and growth on the Fidelity Clearing Platform.
Oct 1991 - Jan 1993
Trader
Supported trading and account needs for high net worth segment of retail clients
Oct 1990 - Oct 1991
Problem Resolution Specialist
Resolved escalated brokerage operational issues for retail clients
Oct 1989 - Oct 1990
Team & coworkers
Colleagues at FusionIQ
Other employees you can reach at fusioniq.io. View company contacts for 10 employees →
LK
Liam Kimbro
Colleague at FusioniqWinston-Salem, North Carolina, United States, United States
View →
KL
Kevin Lane
Colleague at FusioniqGreater Boston, United States
View →
KH
Kyle Healy
Colleague at FusioniqNew York, New York, United States, United States
View →
AC
Antonia Christou
Colleague at FusioniqWinston-Salem, North Carolina, United States, United States
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MD
Michael Dutile
Colleague at FusioniqGreater Boston, United States
View →
GC
Gerard Conlon
Colleague at FusioniqBrooklyn, New York, United States, United States
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CR
Connor Rodriguez
Colleague at FusioniqSunnyvale, Texas, United States, United States
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JW
Justin Williamson
Colleague at FusioniqWashington DC-Baltimore Area, United States
View →
DB
Daniel Barnes
Colleague at FusioniqGreater Boston, United States
View →
HJ
Hassan Jamil
Colleague at FusioniqLahore, Punjab, Pakistan, Pakistan
View →
Liam Kimbro
Colleague at FusioniqWinston-Salem, North Carolina, United States, United States
View →
KL
Kevin Lane
Colleague at FusioniqGreater Boston, United States
View →
KH
Kyle Healy
Colleague at FusioniqNew York, New York, United States, United States
View →
AC
Antonia Christou
Colleague at FusioniqWinston-Salem, North Carolina, United States, United States
View →
MD
Michael Dutile
Colleague at FusioniqGreater Boston, United States
View →
GC
Gerard Conlon
Colleague at FusioniqBrooklyn, New York, United States, United States
View →
CR
Connor Rodriguez
Colleague at FusioniqSunnyvale, Texas, United States, United States
View →
JW
Justin Williamson
Colleague at FusioniqWashington DC-Baltimore Area, United States
View →
DB
Daniel Barnes
Colleague at FusioniqGreater Boston, United States
View →
HJ
Hassan Jamil
Colleague at FusioniqLahore, Punjab, Pakistan, Pakistan
View →
2 education records
John Phillips education
Mba, Finance
Education record
University Of Vermont
FAQ
Frequently asked questions about John Phillips
Quick answers generated from the profile data available on this page.
What company does John Phillips work for?
John Phillips works for FusionIQ.
What is John Phillips's role at FusionIQ?
John Phillips is listed as Founder, FullSend LLC at FusionIQ.
What is John Phillips's email address?
AeroLeads has found 2 work email signals at @fidelity.com for John Phillips at FusionIQ.
Where is John Phillips based?
John Phillips is based in Wellesley, Massachusetts, United States while working with FusionIQ.
What companies has John Phillips worked for?
John Phillips has worked for Fusioniq, Callodine Group, Fullsend Llc, Fidelity Investments, and Gomez Advisors.
Who are John Phillips's colleagues at FusionIQ?
John Phillips's colleagues at FusionIQ include Liam Kimbro, Kevin Lane, Kyle Healy, Antonia Christou, and Michael Dutile.
How can I contact John Phillips?
You can use AeroLeads to view verified contact signals for John Phillips at FusionIQ, including work email, phone, and LinkedIn data when available.
What schools did John Phillips attend?
John Phillips holds Mba, Finance from Boston College Carroll School Of Management.
What skills is John Phillips known for?
John Phillips is listed with skills including Financial Services, Services, Phillips, and Investments.
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