Experienced in creation and execution of strategic account plans for large financial services firms

    “Effective leadership is not about making speeches or being liked; leadership is defined by results, not attributes.”

    —Peter Drucker

    Philip is a business development background Professional with a remarkable over 35 years of experience in different Sales and Marketing domains. With a vast career spanning in Sr. Sales levels, Philip has led the organization to translate strategic plans into specific objectives and to create & execute sales target to achieve objectives. He has a successful track record for consistently exceeding multi-million dollar sales quotes.

    With skills in serving as Managing Director, Philip showcased excellence in establishing and growing venture capital/start-up firms. He excels at developing and leading client-focused sales teams dedicated to providing the highest levels of client support and satisfaction. He has combined his sound practical experience with best practice in the areas of complex organizational change associated with transforming a business strategy into a practical delivery.

    With a persuasive and professional communication style, Philip is the owner of strong strategic and business acumen coupled with solid Sales and Marketing background and consistently keeping up-to-date with advancements the field coupled with the ability to interact with senior management and influence decision makers.


    ? Strategic Planning & Execution

    ? Strategy Mapping

    ? Leadership & Team Building

    ? Account Penetration

    ? Customer Relationship Management

    ? Business Improvement Initiatives

    ? Operational Streamlining

    ? Training & Mentoring

    ? Cross-Channel Sales

    ? Broad Product Knowledge

    ? Prospecting & Networking

    ? Relationship Building

    ? Process Improvement

    ? Communications & Negotiations

    ? Review & Analysis

    ? Project & Program Management

    ? Customer Service

    ? Client Relations

    ? Forecasting & Budgeting

    ? Broker-Dealers Negotiations

    ? Investment Products

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