Phillip Benjamin
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Phillip Benjamin Email & Phone Number

Financial Services Representative Fidelity Investments 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
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 Fidelity Investments
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 Fidelity Investments at Fidelity Investments, a company 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 Financial Services Representative at Fidelity Investments and Licensed Insurance Agent at State Farm Agent. 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
86% confidence

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 Fidelity Investments
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.

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.

Jan 1999 - Dec 2003
Team & coworkers

Colleagues at Fidelity Investments

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

NR Nathaniel Roberts Nathaniel Roberts Colleague at Fidelity Investments Raleigh, North Carolina, United States, United States View → JT Jason Thurman Jason Thurman Colleague at Fidelity Investments San Miguel, California, United States, United States View → BR Ben Rudy Ben Rudy Colleague at Fidelity Investments Herriman, Utah, United States, United States View → MM Marybeth Messmer Marybeth Messmer Colleague at Fidelity Investments Morrisville, North Carolina, United States, United States View → QM Quinton Morckel, Mba Quinton Morckel, Mba Colleague at Fidelity Investments Denver, Colorado, United States, United States View → CL Cody L. Long, Cfp® Cody L. Long, Cfp® Colleague at Fidelity Investments Houston, Texas, United States, United States View → GB Grant Blaisdell Grant Blaisdell Colleague at Fidelity Investments Cambridge, Massachusetts, United States, United States View → BW Brian Walsh Brian Walsh Colleague at Fidelity Investments Walpole, Massachusetts, United States, United States View → KS Karthikeyan Sundaram Karthikeyan Sundaram Colleague at Fidelity Investments Durham, North Carolina, United States, United States View → RB Rammohan Badrinath Palladam Sudhinder Rammohan Badrinath Palladam Sudhinder Colleague at Fidelity Investments Tamil Nadu, India, 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 Fidelity Investments 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 Nathaniel Roberts, Jason Thurman, Ben Rudy, Marybeth Messmer, and Quinton Morckel, Mba.

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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