Years of experience: 23

Investor & VCChief Investment OfficerInvestment AnalystPortfolio ManagerAssociate

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Philip's Career Path
Proprietary TraderOct. 2019 -
Present
Self EmployedProprietary Trader
United States• Managed personal portfolio allocations across equity, fixed income, and crypto assets, leveraging expertise gained from top finance companies like Cargill and Merrill Lynch. • Utilized strategic decision-making to optimize investment opportunities and maximize returns in a remote work environment. • Achieved significant growth in portfolio value through a diversified investment approach and...
Financial AdvisorAug. 2019 -
Sep. 2019
Woodbury Financial ServicesFinancial Advisor
Plymouth, Minnesota
Financial AdvisorSep. 2014 -
Aug. 2019
Merill LynchFinancial Advisor
• Stood for and passed FINRA series 7 exam and NSAA Series 66 exam. Licensed in life, health, variable life and variable annuity insurance, and LTC insurance • Practical experience designing portfolios for clients both in separately managed accounts and proprietary Merrill Lynch ETF strategies • Business builder doing what is required to secure profitable long term relationships with clients