John Phillips Email and Phone Number
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John Phillips personal email
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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
Fusioniq
View- Website:
- fusioniq.io
- Employees:
- 10
-
Senior Strategic AdvisorFusioniq Mar 2024 - Present
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Senior AdvisorCallodine Group Feb 2024 - Present -
FounderFullsend Llc Feb 2024 - PresentProviding experience and insight to create and power strategic growth plans in Wealth Management.
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Executive Vice PresidentFidelity Investments 2008 - Dec 2023Head 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. -
Senior Vice President, Enterprise SalesFidelity Investments Mar 2003 - Dec 2007Boston, Massachusetts, United StatesLead new business opportunity efforts for team focused on strategic accounts in the clearing division of Fidelity, National Financial
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Chief Operating OfficerGomez Advisors Jan 2000 - Feb 2003Waltham, Massachusetts, United StatesManaged 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 -
Head Of Bank Broker Dealer SegmentFidelity Investments Jan 1998 - Dec 1999Boston, Massachusetts, United StatesLed relationship management and sales team for bank affiliated broker dealer clients of the clearing division of Fidelity..
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Vice President Of SalesFidelity Investments Jan 1994 - Dec 1996Boston, Massachusetts, United StatesBringing new broker dealer relationships to the clearing division of Fidelity across full-service, institutional and bank affiliated brokerage firms
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Director, Finance And Sales OperationsFidelity Investments Jan 1993 - Dec 1993Boston, Massachusetts, United StatesLed 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.
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Relationship ManagerFidelity Investments Oct 1991 - Jan 1993Boston, Massachusetts, United StatesManaged existing broker dealer firms for satisfaction and growth on the Fidelity Clearing Platform.
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TraderFidelity Investments Oct 1990 - Oct 1991Boston, Massachusetts, United StatesSupported trading and account needs for high net worth segment of retail clients
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Problem Resolution SpecialistFidelity Investments Oct 1989 - Oct 1990Boston, Massachusetts, United StatesResolved escalated brokerage operational issues for retail clients
John Phillips Skills
John Phillips Education Details
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University Of Vermont
Frequently Asked Questions about John Phillips
What company does John Phillips work for?
John Phillips works for Fusioniq
What is John Phillips's role at the current company?
John Phillips's current role is Founder, FullSend LLC.
What is John Phillips's email address?
John Phillips's email address is jd****@****hoo.com
What schools did John Phillips attend?
John Phillips attended Boston College Carroll School Of Management, University Of Vermont.
What skills is John Phillips known for?
John Phillips has skills like Financial Services, Services, Phillips, Investments.
Who are John Phillips's colleagues?
John Phillips's colleagues are Gerard Conlon, Kyle Healy, Antonia Christou, Liam Kimbro, Kevin Lane, Connor Rodriguez, Daniel Barnes.
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John Phillips
Greater Philadelphia2gmail.com, federalreserve.gov -
John Phillips
New York, Ny4joinroot.com, limitedbrands.com, klarna.com, squarespace.com -
John Phillips
Chattanooga, Tn7briggscorp.com, fritolay.com, briggscorp.com, briggscorp.com, comcast.net, trin.net, shell.com5 +184728XXXXX
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John Phillips
San Diego, Ca -
John Phillips
Product Design Manager @ General Motors | Software & Services In-Vehicle Ux DesignDetroit Metropolitan Area7johnphillips.me, comcast.net, gmail.com, comcast.net, es3.net, 3100aol.com, gm.com14 +158680XXXXX
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