James Phillips is an experienced professional in financial services, specializing in managed accounts, product development, and strategic consulting. They have held the position of Director, Managed Accounts at Fidelity Investments since 2000, focusing on marketing and product development. Additionally, since 2013, James has served as the Director of Intermediary Market Product Development at Fidelity Charitable, where they enable financial intermediary firms and advisors to meet their clients' philanthropic objectives. Previously, they were Vice President of Analytics, Research, and Targeting, leading a team dedicated to enhancing financial services in philanthropy.
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