John Phillips
Senior Strategic Advisor at Fusioniq
Based in Wellesley, United States
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Seniority
Director
Department
General Business & Management
Location
Wellesley
Industry
Financial Services
Company size
40
Contact information
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j•••••••@fusioniq.io
Phone
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Background
About John Phillips
Consult with RIA, Family Office and Broker Dealers on growth, efficiency, and transformation strategies. Over 25 years of experience in all aspects of the delivery of financial services including the advisor, home office and end investor. Proven track record in working with a range of firms from Fortune 500 to start-ups making material transformative changes. Serve as a consultant to help define and execute impactful strategic initiatives.
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