#nameCompanyD

David Phillips's email & phone

Director of Operations at Congruent Wealth
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Found email addresses for David Phillips:

p***@tdainstitutional.com,
d***@yahoo.com,
p***@hotmail.com

Found phones for David Phillips:

+1-520-***-**68,
+1-520-***-**30,
+1-870-***-**97
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Location

Fleming Island, Florida, United States

Work Experience 18 years

Director of Operations at Congruent Wealth

Jul 2025 - Current

Supervisor at Fidelity Investments

Jul 2017 - Jun 2023

Institutional Trade Desk at TD Ameritrade Institutional

May 2013 - Feb 2017

Trade Desk at Fidelity Investments

Jul 2008 - Feb 2013

David Phillips started working in 2008, then the employee has changed 2 companies and 3 jobs. On average, David Phillips works for one company for 3 years 9 months.

Frequently Asked Questions

What is David Phillips's minimum period of employment in the companies?

David Phillips's minimum period of employment in various companies is 3 years 9 months.

What is David Phillips's average duration of employment for different companies?

On average, David Phillips works for one company for 4 years 9 months

What industries has David Phillips worked in?

David Phillips works in the Financial Services.

What positions has David Phillips held before?

Previously, David Phillips worked as a Supervisor, and Institutional Trade Desk, and Trade Desk.

How do I contact David Phillips?

David Phillips's email address is d*****p@congruentwealth.com, phone number is +1-323-***-**53. Sign up to get contact details.

Who are David Phillips's peers at other companies?

David Phillips's peers at other companies are Elizabeth Martin and Rudi Outar and Katelyn Van Noord

David Phillips Namesakes

Name
Company
Position
D
Assurance Staff

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Other employees at Congruent Wealth

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Position
J
Private Wealth Advisor / Owner

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