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Phil M. Richardson

Investor

Operations Specialist at Clearwater Capital Partners

Charlotte Metro

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About

Operations specialist at the firm.

Experience

  1. Clearwater Capital PartnersOperations Specialistcurrent2025 — presentHoffman Estates, Illinois, United States
  2. KicknationSpecial Teams Consultantcurrent2014 — presentMcKinney, Texas
  3. Charles SchwabManager, AS Service - Leader and Specialty Team Development2021 — 2025Westlake, TX
  4. Charles SchwabSenior Specialist, Institutional2020 — 2021Westlake, Texas, United States
  5. Charles SchwabBrokerage Support Specialist2019 — 2020Westlake, Texas
  6. Fidelity InvestmentsBrokerage Operations Representative III2016 — 2018
  7. Fidelity InvestmentsFinancial Representative2013 — 2016
  8. Fidelity InvestmentsOnline Bank Wire Surveillance2016
  9. Fidelity InvestmentsLearning and Development Facilitator (loan)2015 — 2016
  10. Fidelity InvestmentsAbandoned Property Outbound Dialer2015
  11. Fidelity InvestmentsSenior Trading Specialist2014 — 2015
  12. Texas RoadhouseServer2012Sherman/Denison, Texas Area
  13. Conference USAIntern2012Irving, TX
  14. Austin CollegeAthletics Intern2010 — 2012
  15. PPI MarketingIntern2007Addison, TX

Skills & more

Project ManagementProgram ManagementBusiness Process ImprovementInstructional DesignTrainingInstructor-led TrainingClassroom InstructionE-LearningTeachingDistance LearningBlended LearningLearning Theory
+3 moreProblem 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

Shared employers