Philip Billikopf: in Oceanside, CA
Philip Billikopf
Oceanside | United States
Skills
No information
Interests
Business
Triathlon
Traveling
Food
Dogs
Industries
Triathlon
Summary
Activity
Projects
No information
Work experience
Global 81 Limited (London, United Kingdom)
Director | 09/2017 - 03/2019
Capitaria Limited (London, United Kingdom)
Director / Chief Operations Officer | 11/2016 - 03/2019
- Successfully led the regulation process under the Financial Conduct Authority in the United Kingdom. Currently approved for FCA functions: CF1 (Director) & CF30 (Customer Function).
- Management of all U.K. companies within the group.
- Responsible for complying with all FCA and HMRC regulations
- Successfully built and currently manage a 5-person compliance, operations and sales team in UK.
Capitaria Limited (London, United Kingdom)
Business Development Manager | 03/2016 - 11/2016
- Charged with global expansion project: Capitaria UK.
- Oversee regulatory and legal aspects for FCA regulation process.
- Setting up operations and management in the UK, and implementing critical procedures for the launch of new businesses or subsidiaries.
BTG Pactual (Santiago, Chile)
Wealth Management Private Banker | 07/2015 - 04/2016
- Administration and portfolio management of high net worth clients, with the aim of capturing and placing new products in Private Banking & maintaining profitability of portfolios.
- Development of long term relationships with clients.
- Generate new business opportunities and investment to the Bank.
ForexChile S.A. (Santiago, Chile)
Institutional Sales Executive LatAm | 12/2014 - 07/2015
- Generate business opportunities through the incorporation of new institutional partners.
- Development and execution of commercial action plans (sales, customer service, marketing) oriented to fulfil the department’s quantitative and qualitative objectives.
- Achieving demanding results through performance indicators established by the Institutional General Manager in each of the products of both the stock brokerage and trading businesses for each of the subsidiaries (Chile, Uruguay, Peru, LATAM).
Forex Chile S.A. (Santiago, Chile)
Senior Sales Executive | 01/2014 - 12/2014
- Set Company Record for obtaining the most clients in one month.
- Successfully achieving demanding monthly and yearly goals (KPI).
- Investment management through different financial instruments, such as CFD’s: Foreign Exchange, Commodities, American Stocks, European Stocks, Japanese Stocks, Stock Indices, ETF’s.
Satel Inversiones Inmobiliarias (Santiago, Chile)
Project Analyst | 02/2013 - 01/2014
- Maintaining and developing relationships with existing customers.
Cold calling to arrange meetings with potential customers.
Education history
Universidad de Chile
Postgraduate Degree in Finance and Investments | 2013 - 2014
Universidad de Chile
Postgraduate Degree in Project Preparation and Evaluation | 2014 - 2014
Universidad Nacional Andres Bello
Business Administration Major and Marketing Minor | 2013 - 2017
Connections
Companies (0)
No information