Philip Tester

Philip Tester has over 15 years of work experience in the financial services sector. Philip began their career at Vanguard in 2005 as a Flagship Associate, where they provided client services and was eventually promoted to Senior Rep/Team Lead and then to handle Flagship client accounts. In 2008, they joined Open Finance Network as an Investment Research Analyst, producing original research on investment advisers and managing data migrations and conversions onto their platform. From 2009 to 2014, Philip worked at SunGard Consulting as a Manager, Lead Senior Consultant, and Senior Consultant, where they designed and implemented financial management processes and integrated financial management applications across merging bank technology divisions. In 2014, they joined TIAA as a Senior Business Analyst and then in 2018, they became an Advisor at LoanWell. In 2020, Philip joined LoanWell as the VP of Sales, where they are responsible for building and growing their end-to-end platform for CDFIs and other community lenders.

Philip Tester graduated from Appalachian State University in 2005 with a Bachelor of Science in Finance.