James Phillips
- Role
- Vice President of Analytics, Research, and Targeting at Fidelity Charitable
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About James Phillips
Specialties: Managed Accounts, Financial Services Product Development, Financial…
Experience
Vice President of Analytics, Research, and Targeting
Feb 2017 — Present
Education
University of Denver
B.A. (2), Public Policy, Communications
1988 — 1992
Babson F.W. Olin Graduate School of Business
MBA, Strategy, Finance
1998 — 2000
Skills
- Strategy
- Series 7
- Mutual Funds
- Financial Advisory
- Investments
- Financial Services
- Product Development
- Marketing
- Relationship Management
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