Years of experience: 38

Venture PartnerChanel ManagerInvestor RelationsAdvisorCompliance OfficerPartnerships Manager

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Phil's Career Path
Financial Services ProfessionalJan. 2017 -
Present
OneHouston FinancialFinancial Services Professional
Houston, Texas AreaLicensed Agent in the State of Texas and Louisiana, appointed with the companies of OneAmerica and American Prudential Capital. Areas of focus: Executive Discriminatory Benefits, Alternative Funding for Growth and Working Capital, Buy-Sell Agreements, Tax Deferred Compensation Plans, Long-Term Care, IRS Qualified Plans, and Retirement Income and Wealth Strategies. Net Results: Won “Rookie of ...
VP of Sales and MarketingJan. 2014 -
Nov. 2016
ArcMail Technology / Wala Inc.VP of Sales and Marketing
Houston, Texas AreaSpearheaded ArcMail’s channel sales and marketing approach in the SMB market segment nationwide. Reorganized sales and marketing departments, including vision, business planning, recruiting, training, and setting performance / financial targets. Developed brand awareness campaigns through strategic content placement with online domain experts such as Tech Target and Spiceworks. Implemented a...
Strategic Financial Intermediary and Management ConsultantJun. 2013 -
Present
Independent ConsultantStrategic Financial Intermediary and Management Consultant
Houston, Texas AreaAssist companies in raising funds through equity and/or debt instruments for growth or working capital as well as consulting services to assist founders and CEOs with setting strategy, corporate structure, valuation, financial modeling, debt, financial advisory, finding key personnel, business development, forming strategic partnerships, financial planning, and reviewing internal processes to...

Phil's Posts

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    How I can help you

    I specialize in securing project funding and mitigating financial risks for large-scale projects like data centers, renewable energy, and real estate. My approach ensures capital preservation through tailored financial solutions and access to private capital.

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    People I am looking for

    Seeking partnerships with developers of major projects such as: - Data centers (250MW to 1+ GW) - Biopharmaceutical initiatives - Energy parks and solar power projects - Mining operations in U.S. & Canada - Large-scale real estate developments

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    Experience & Cases

    Achievements include aiding clients in securing necessary long-term debt while navigating challenges like collateral requirements and risk perception. I support project owners and developers in financing and investors in capital preservation.

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    How to contact

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