John Phillips

John Phillips is a seasoned finance professional with extensive experience in wealth management and strategic growth. Currently serving as a Senior Strategic Advisor at FusionIQ, a Senior Advisor at Callodine Group, and the Founder of FullSend LLC since February 2024, John provides expertise in developing strategic growth plans. Prior to these roles, John held various leadership positions at Fidelity Investments, including Executive Vice President and Senior Vice President in charge of sales efforts, where responsibilities included driving significant new business initiatives for clearing and custody services. John's earlier experience also includes serving as Chief Operating Officer for Gomez Advisors, overseeing international expansion and enhancing user experience across financial service sectors. John holds an MBA in Finance from Boston College Carroll School of Management and a bachelor's degree from the University of Vermont.