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

  1. Vice President of Analytics, Research, and Targeting

    Fidelity Charitable

    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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James Phillips — Vice President of Analytics, Research, and Targeting at Fidelity Charitable in Raleigh, NC, US | Unifers