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Philip Wellde Email & Phone Number

VP Institutional Retirement Services at USI Consulting Group

Location: Vienna, Virginia, United States 4 work roles 2 schools

1 work email found @wellsfargo.com 1 phone found area 703 LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 100%

Current company

USI Consulting Group

Role

VP Institutional Retirement Services

Location

Vienna, Virginia, United States

Company size

279 employees

Who is Philip Wellde? Overview

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Quick answer

Philip Wellde is listed as VP Institutional Retirement Services at USI Consulting Group, a with 279 employees, based in Vienna, Virginia, United States. AeroLeads shows a work email signal at wellsfargo.com, phone signal with area code 703, and a matched LinkedIn profile for Philip Wellde.

Philip Wellde previously worked as Large Market Sales Director at Wells Fargo Institutional Retirement And Trust and Asset Management/Retirement Plan Sales at First Union. Philip Wellde studied at Marymount University Mba.

Company email context

Email format at USI Consulting Group

This section adds company-level context without repeating Philip Wellde's masked contact details.

{first}.{last}@wellsfargo.com

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AeroLeads found 1 current-domain work email signal for Philip Wellde. Compare company email patterns before reaching out.

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Profile bio

About Philip Wellde

Qualified and results-oriented sales professional with successful experience in investment and retirement plan sales. Skilled at all facets of defined benefit, defined contribution and nonqualified plans. Experience with multi-asset investment portfolios, developing asset-allocation recommendations, and interpreting and communicating macro-economic and market information with clients and consultants. Specialties: DC & DB Retirement Plans, Executive Benefits, Financial Wellness, Institutional Investments, and Fiduciary Liability considerations.https://www.usicg.com/disclosures/social-media-disclosure

Listed skills include Series 7, Series 63, Investments, Mutual Funds, and 5 others.

Current workplace

Philip Wellde's current company

Company context helps verify the profile and gives searchers a useful next step.

Usi Consulting Group

VP Institutional Retirement Services

united states

Website

usicg.com

Employees

279

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Company profile

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4 roles · 42 years

Philip Wellde work experience

A career timeline built from the work history available for this profile.

Vp Institutional Retirement Services

Current

Usi Consulting Group

Washington Dc Area

Nov 2022 - Present

Large Market Sales Director

Wells Fargo Institutional Retirement And Trust

Mclean, Va

2001 - Mar 2022

Asset Management/Retirement Plan Sales

First Union

Apr 1994 - Sep 2000

Vp Sales

First American Bank

Mclean Va

1985 - 1994 ~9 yrs

Team & coworkers

Colleagues at USI Consulting Group

Other employees you can reach at usicg.com. View company contacts for 279 employees →

DW

Doretha Webb Colleague at Usi Consulting GroupNew York, United States View → KC

Kyle Castleman Colleague at Usi Consulting GroupGallatin, Tennessee, United States View → JP

John Pionzio Colleague at Usi Consulting GroupEast Hampton, Connecticut, United States View → MR

Marylynn Rosenberg Colleague at Usi Consulting GroupBristol, Connecticut, United States View → SW

Scott Waskiewicz, Aif, Mba Colleague at Usi Consulting GroupBoston, Massachusetts, United States View → CT

Christopher Thompson Colleague at Usi Consulting GroupNashville, Tennessee, United States View → SL

Steve Lemanski Colleague at Usi Consulting GroupGlastonbury, Connecticut, United States View → JP

Jaime Packer Colleague at Usi Consulting GroupRocky Hill, Connecticut, United States View → VC

Veronica Cruz Colleague at Usi Consulting GroupMexico View → AW

Andre Walker Jr. Colleague at Usi Consulting GroupNew Albany, Ohio, United States View →

2 education records

Philip Wellde education

Education record

Marymount University Mba

Bachelor Of Arts (Ba), Economics

University Of Richmond

FAQ

Frequently asked questions about Philip Wellde

Quick answers generated from the profile data available on this page.

What company does Philip Wellde work for?

Philip Wellde works for USI Consulting Group.

What is Philip Wellde's role at USI Consulting Group?

Philip Wellde is listed as VP Institutional Retirement Services at USI Consulting Group.

What is Philip Wellde's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Philip Wellde at USI Consulting Group.

What is Philip Wellde's phone number?

AeroLeads has found 1 phone signal(s) with area code 703 for Philip Wellde at USI Consulting Group.

Where is Philip Wellde based?

Philip Wellde is based in Vienna, Virginia, United States while working with USI Consulting Group.

What companies has Philip Wellde worked for?

Philip Wellde has worked for Usi Consulting Group, Wells Fargo Institutional Retirement And Trust, First Union, and First American Bank.

Who are Philip Wellde's colleagues at USI Consulting Group?

Philip Wellde's colleagues at USI Consulting Group include Doretha Webb, Kyle Castleman, John Pionzio, Marylynn Rosenberg, and Scott Waskiewicz, Aif, Mba.

How can I contact Philip Wellde?

You can use AeroLeads to view verified contact signals for Philip Wellde at USI Consulting Group, including work email, phone, and LinkedIn data when available.

What schools did Philip Wellde attend?

Philip Wellde studied at Marymount University Mba.

What skills is Philip Wellde known for?

Philip Wellde is listed with skills including Series 7, Series 63, Investments, Mutual Funds, Sales, Financial Services, Banking, and Relationship Management.

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