Phillip Benjamin
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Phillip Benjamin Email & Phone Number

Financial Services Representative at Fidelity Investments
Location: Gilroy, California, United States 8 work roles 1 school
1 work email found @geico.com 9 phones found area 408 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 9 phones

Work email p****@geico.com
Direct phone (408) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
Financial Services Representative
Location
Gilroy, California, United States
Company size
10 employees

Who is Phillip Benjamin? Overview

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Quick answer

Phillip Benjamin is listed as Financial Services Representative at Fidelity Investments, a with 10 employees, based in Gilroy, California, United States. AeroLeads shows a work email signal at geico.com, phone signal with area code 408, and a matched LinkedIn profile for Phillip Benjamin.

Phillip Benjamin previously worked as Licensed Insurance Agent at State Farm Agent and Licensed Insurance Agent at Covered Insurance-Digital Insurance Marketplace. Phillip Benjamin holds Bachelor Of Arts, Economics from San José State University.

Company email context

Email format at Fidelity Investments

This section adds company-level context without repeating Phillip Benjamin's masked contact details.

{first_initial}{last}@geico.com
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AeroLeads found 1 current-domain work email signal for Phillip Benjamin. Compare company email patterns before reaching out.

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Profile bio

About Phillip Benjamin

Financial Services professional with extensive experience in Insurance, business development, relationship management, investment management, business banking and business lending solutions, and pension consulting.Specialties: Specialties include Insurance, business development, relationship management, business banking and lending, and pension services.

Listed skills include Strategic Financial Planning, Risk Management, Relationship Management, Retirement Planning, and 8 others.

Current workplace

Phillip Benjamin's current company

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

Fidelity Investments
Fidelity Investments
Financial Services Representative
Website
fidelity.com
Employees
10
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Company profile
View company profile Email format
8 roles

Phillip Benjamin work experience

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

Licensed Insurance Agent

State Farm Agent

Bloomington, Il, Us

Dec 2022 - Apr 2024

Insurance Agent

Geico Local Office

Chevy Chase, Maryland, Us

Insurance professional offering coverages for your Auto, Home, Motorcycle, RV, Boat, Commercial/Business

May 2021 - Feb 2022

Insurance Agent

Aaa Northern California, Nevada & Utah

Walnut Creek, Ca, Us

Help our clients meet their insurance needs including Auto, Home, RV, Boat, Motorcycle, Business and of course Roadside Assistance.

Jun 2012 - May 2021

Pension Consultant

Pacific Coastal Pension Services

Consult and sell 401k and other retirement plan services to companies up to 1000 employees.

Aug 2008 - Apr 2009

Financial Adviser

Wells Fargo

San Francisco, California, Us

Manage relationship-banking team, including trust, private banking and investment management. Ensure performance consistent with or exceeding client objectives. Lead team in investment product sales and delivery of customer relationship management techniques. Collaborate with high value clients to assess individual financial situations, risk management, provide advice on alternative investments and develop strategic financial planning solutions. Manage a highly qualified team of licensed associates that perform securities transactions, funds transfers, and margin accounts. Provide consultation with primary business owners regarding the development of qualified and non-qualified retirement plans.

Jul 2005 - Jun 2008

Vice President/Financial Adviser

Morgan Stanley

New York, Ny, Us

Completed training to become Morgan Stanley certified Retirement Planning Specialist and became a senior partner of the wealth management team. Consulted with small to medium-sized businesses regarding solutions for qualified and non-qualified retirement plans. Responsible for establishing or transitioning over twenty 401k Plans for as many as 400 participants. Provide due diligence process on independent money managers and asset allocation modeling for high net worth clients and primary business owners. Created investment policy statements for individuals and plan sponsors. Managed a team of advisers that provided ongoing employee education regarding retirement planning. Helped plan sponsor’s minimize fiduciary responsibility to plan participants. Led a team of junior advisers and mentored new advisers to the firm.Recognized as leaders in financial planning

Jan 1999 - Dec 2003
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

DF Dalyn Frigaard Dalyn Frigaard Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States View → VG Venu Gopal K Venu Gopal K Colleague at Fidelity InvestmentsMorrisville, North Carolina, United States View → SG Sham Ganglani Sham Ganglani Colleague at Fidelity InvestmentsMansfield, Massachusetts, United States View → JK Jacqueline Kwan, Crpc® Jacqueline Kwan, Crpc® Colleague at Fidelity InvestmentsWalnut Creek, California, United States View → JP Joao Parra Joao Parra Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States View → BR Brandy Romanowski Brandy Romanowski Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States View → AB Aniket Banerjee Aniket Banerjee Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → MK Mukund Kumar Mukund Kumar Colleague at Fidelity InvestmentsCary, North Carolina, United States View → SN Sohini Nath Sohini Nath Colleague at Fidelity InvestmentsGreater Boston, United States View → SA Shivakumar Anumalla Shivakumar Anumalla Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View →
1 education record

Phillip Benjamin education

  • San José State University
    San José State University
    Economics
FAQ

Frequently asked questions about Phillip Benjamin

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

What company does Phillip Benjamin work for?

Phillip Benjamin works for Fidelity Investments.

What is Phillip Benjamin's role at Fidelity Investments?

Phillip Benjamin is listed as Financial Services Representative at Fidelity Investments.

What is Phillip Benjamin's email address?

AeroLeads has found 1 work email signal at @geico.com for Phillip Benjamin at Fidelity Investments.

What is Phillip Benjamin's phone number?

AeroLeads has found 9 phone signal(s) with area code 408 for Phillip Benjamin at Fidelity Investments.

Where is Phillip Benjamin based?

Phillip Benjamin is based in Gilroy, California, United States while working with Fidelity Investments.

What companies has Phillip Benjamin worked for?

Phillip Benjamin has worked for Fidelity Investments, State Farm Agent, Covered Insurance-Digital Insurance Marketplace, Geico Local Office, and Aaa Northern California, Nevada & Utah.

Who are Phillip Benjamin's colleagues at Fidelity Investments?

Phillip Benjamin's colleagues at Fidelity Investments include Dalyn Frigaard, Venu Gopal K, Sham Ganglani, Jacqueline Kwan, Crpc®, and Joao Parra.

How can I contact Phillip Benjamin?

You can use AeroLeads to view verified contact signals for Phillip Benjamin at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Phillip Benjamin attend?

Phillip Benjamin holds Bachelor Of Arts, Economics from San José State University.

What skills is Phillip Benjamin known for?

Phillip Benjamin is listed with skills including Strategic Financial Planning, Risk Management, Relationship Management, Retirement Planning, Wealth Management, Investments, Financial Services, and Insurance.

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