David Phillips

David Phillips's email & phone

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Director of Operations at Congruent Wealth|Fleming Island, Florida, United States

Position:

Director of Operations at Congruent Wealth

Location:

Fleming Island, Florida, United States

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Last updated: 2025-09-24
Updated: 2025-09-24

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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 email address?

SignalHire found verified email addresses for David Phillips, both business and personal. Their business email is d*****p@congruentwealth.com, and personal emails include p***@tdainstitutional.com, d***@yahoo.com, and p***@hotmail.com.

What is David Phillips's phone number?

SignalHire found multiple verified phone numbers for David Phillips: +1-323-***-**53, +1-520-***-**68, and +1-520-***-**30.

How do I contact David Phillips at Congruent Wealth?

You can reach David Phillips through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is David Phillips's professional background?

David Phillips has 18 years of professional experience. They have held roles including Supervisor, Institutional Trade Desk, and Trade Desk at companies such as Fidelity Investments, TD Ameritrade Institutional, and Fidelity Investments.

Is David Phillips's contact information up to date?

Yes. David Phillips's SignalHire profile was last updated on 24 September 2025, reflecting their current position as Director of Operations at Congruent Wealth in Jacksonville, Florida, United States.

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