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Philip Billikopf: in Oceanside, CA

Philip Billikopf

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Oceanside | United States
Skills

No information

Interests
Business
Triathlon
Traveling
Food
Dogs
Industries
Triathlon
HomeSummaryActivityProjectsWork experienceEducation historyConnectionsCompanies
Summary
Activity
Projects

No information

Work experience
Image Global 81 Limited (London, United Kingdom)

Global 81 Limited (London, United Kingdom)

Director | 09/2017 - 03/2019

Image Capitaria Limited (London, United Kingdom)

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.
Image Capitaria Limited (London, United Kingdom)

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.
Image BTG Pactual (Santiago, Chile)

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.
Image ForexChile S.A.  (Santiago, Chile)

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).
Image Forex Chile S.A. (Santiago, Chile)

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.
Image Satel Inversiones Inmobiliarias (Santiago, Chile)

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
Image Universidad de Chile

Universidad de Chile

Postgraduate Degree in Finance and Investments | 2013 - 2014

Image Universidad de Chile

Universidad de Chile

Postgraduate Degree in Project Preparation and Evaluation | 2014 - 2014

Image Universidad Nacional Andres Bello

Universidad Nacional Andres Bello

Business Administration Major and Marketing Minor | 2013 - 2017

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Companies (0)

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1501 Lincoln Blvd.#1014 Venice, CA. 90291