Johnathan Phillips

Johnathan Phillips Email and Phone Number

Portfolio Specialist at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
Johnathan Phillips's Location
Greater Phoenix Area, United States
Johnathan Phillips's Contact Details

Johnathan Phillips work email

Johnathan Phillips personal email

n/a
About Johnathan Phillips

Experienced financial representative that works with high net worth clients on achieving their financial goals. Skilled in financial consulting, investments, communication verbally and orally, problem resolution, and networking.

Johnathan Phillips's Current Company Details
Fidelity Investments

Fidelity Investments

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Portfolio Specialist at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Johnathan Phillips Work Experience Details
  • Fidelity Investments
    National Portfolio Speciallst
    Fidelity Investments Nov 2022 - Present
    United States
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  • Fidelity Investments
    Client Management Representative
    Fidelity Investments Oct 2020 - Present
    View
  • Charles Schwab
    Private Client Associate Advisor
    Charles Schwab Oct 2018 - Oct 2020
    Phoenix, Arizona
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  • Charles Schwab
    Schwab High Net Worth Pinnacle Team
    Charles Schwab Jan 2018 - Sep 2018
    Representative high net worth clients
    View
  • Charles Schwab
    Schwab Relationship Specialist
    Charles Schwab Feb 2017 - Dec 2017
    View
  • Vanguard
    Client Relationship Specialist
    Vanguard Oct 2016 - Dec 2016
    Scottsdale, Arizona
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  • Guaranty Bank
    Personal Banker
    Guaranty Bank May 2012 - Aug 2016
    Greater Milwaukee Area
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  • Uniquesoft Llc Shanghai
    Intern
    Uniquesoft Llc Shanghai Oct 2011 - Dec 2011
    Shanghai, China
  • Southwest Baptist University
    Student Athlete
    Southwest Baptist University 2010 - 2011
    Springfield, Missouri Area
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  • The Bon-Ton Stores, Inc.
    Lead Sales Associate
    The Bon-Ton Stores, Inc. 2008 - 2010
    Greater Milwaukee Area
    View

Johnathan Phillips Skills

Microsoft Office Microsoft Word Investment Banking Customer Satisfaction Investments Problem Solving Microsoft Excel Retail Banking Finance Customer Service Sales

Johnathan Phillips Education Details

Frequently Asked Questions about Johnathan Phillips

What company does Johnathan Phillips work for?

Johnathan Phillips works for Fidelity Investments

What is Johnathan Phillips's role at the current company?

Johnathan Phillips's current role is Portfolio Specialist at Fidelity Investments.

What is Johnathan Phillips's email address?

Johnathan Phillips's email address is jo****@****fmr.com

What schools did Johnathan Phillips attend?

Johnathan Phillips attended University Of Wisconsin-Milwaukee, Southwest Baptist University.

What skills is Johnathan Phillips known for?

Johnathan Phillips has skills like Microsoft Office, Microsoft Word, Investment Banking, Customer Satisfaction, Investments, Problem Solving, Microsoft Excel, Retail Banking, Finance, Customer Service, Sales.

Who are Johnathan Phillips's colleagues?

Johnathan Phillips's colleagues are Cyndi Cusack, Daniel Sara, Bajrang Ingle, Nicole Ubillus, Michele Record, Adam Silverman, John Curtin, Cfa.

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