Find your path to Phil
231 people in our graph share verified history with Phil — schools, employers, funds. One of them is your warm intro.
Peter SaperstoneunlockedPhil: together at Fidelity Investments (2013–2018)
×11Phil: together at Fidelity Investments
About
Operations specialist at the firm.
Experience
- Clearwater Capital PartnersOperations Specialistcurrent2025 — presentHoffman Estates, Illinois, United States
- KicknationSpecial Teams Consultantcurrent2014 — presentMcKinney, Texas
- Charles SchwabManager, AS Service - Leader and Specialty Team Development2021 — 2025Westlake, TX
- Charles SchwabSenior Specialist, Institutional2020 — 2021Westlake, Texas, United States
- Charles SchwabBrokerage Support Specialist2019 — 2020Westlake, Texas
- Fidelity InvestmentsBrokerage Operations Representative III2016 — 2018
- Fidelity InvestmentsFinancial Representative2013 — 2016
- Fidelity InvestmentsOnline Bank Wire Surveillance2016
- Fidelity InvestmentsLearning and Development Facilitator (loan)2015 — 2016
- Fidelity InvestmentsAbandoned Property Outbound Dialer2015
- Fidelity InvestmentsSenior Trading Specialist2014 — 2015
- Texas RoadhouseServer2012Sherman/Denison, Texas Area
- Conference USAIntern2012Irving, TX
- Austin CollegeAthletics Intern2010 — 2012
- PPI MarketingIntern2007Addison, TX
Skills & more
Project ManagementProgram ManagementBusiness Process ImprovementInstructional DesignTrainingInstructor-led TrainingClassroom InstructionE-LearningTeachingDistance LearningBlended LearningLearning Theory
+3 more
Problem SolvingLeadershipLearning Management Systems- ATD Certified Master Trainer — Association for Talent Development (ATD)
- Series 63 — FINRA
- Series 7 — FINRA
From Phil's professional profile.
Colleagues at Clearwater Capital Partners
Adam B. Blitz
Executive Officer at Clearwater Capital Partners
Adam Eggebrecht
Executive Officer at Clearwater Capital Partners
Andrea L. Patterson
Operations Specialist at Clearwater Capital Partners
Andrew Holland
Executive Officer at Clearwater Capital Partners
Bradley Dobson
Executive Officer at Clearwater Capital Partners
Brian Lease
Executive Officer at Clearwater Capital Partners
Carter R. King
Retirement Plan Consultant at Clearwater Capital Partners
Conor A. Durkin
Financial Planner at Clearwater Capital Partners
Frequently asked questions
- Who is Phil M. Richardson?
- Operations specialist at the firm.
- Where does Phil M. Richardson work?
- Phil M. Richardson is Operations Specialist at Clearwater Capital Partners.
- Where did Phil M. Richardson go to school?
- Phil M. Richardson studied at Austin College (Bachelor of Arts (B.A.), Business Administraion).
Same school
Also attended Austin College7
Carrie BeachHead of Operations at Corazon CapitalPatrick PandoInvestor at Reech Corporations GroupTyrell AndersonOffice & Events Manager at Cherry VenturesKole RoybalAdvisor at VenrockAmber HindsDirector, President, Chief Executive Officer at Equalize DigitalSkyler ThomasFounder at Cake Ai
+ 1 more
Shared employers
Also worked at Charles Schwab41
Andy ChuDirector of Tax at CapitalGSusan LiangDirector, Finance at Fin CapitalBrad StraderTalent Partner at A.Capital VenturesElena GomezPresident & CFO, Toast at Operator CollectiveJeff FlemingSenior Operations Associate at Blue Bear Capital PartnersBenjamin JuniorDirector, Infrastructure Software (Bright Ventures) at Bright Pixel Capital
+ 35 more
Also worked at Fidelity Investments208
Peter SaperstonePartner at GreycroftRob KniazInvestor at Hoxton VenturesHelen ClementInvestor at IVP (Institutional Venture Partners)Adiam BerhaneAccounting Manager at QED InvestorsAubrie PaganoGeneral Partner, Managing Member at Corigin VenturesJoanna Skoler GilmanChief Marketing and Communications Officer at .406 Ventures
+ 202 more
