CFO
FINNY
Eric Phillips leads the enterprise relationships team at FINNY, spearheading strategic partnerships across the financial-services and fintech ecosystem. Working across various financial services organizations, Eric has an intimate understanding of how AI and technology are transforming wealth management and advisory business models, particularly around organic growth. Eric is passionate about helping firms leverage technology, data, and partnerships to serve clients more efficiently and intelligently.
Zocks Communications | Slant | Catchlight | ARQA | FINNY | Conquest Planning