Charlie Phippen Email & Phone Number

Wilton, Ct, Us

San Francisco, California, Us

TechRemote is a SaaS-based, agentic AI platform transforming global workforce solutions with AI Employees and Employee of Record (EOR) services. Our AI Employees work 24/7 to boost productivity and streamline HR and compliance, while our EOR services simplify global hiring and payroll. TechRemote empowers businesses to expand swiftly and efficiently, leveraging AI and global talent to accelerate growth.

St. Petersburg, Fl, Us

CORPORATE PROFILE: A Financial Services start-up company. RESPONSIBILITY PROFILE: I report to the Chairman of the Board of Directors and am responsible for providing strategic leadership, overseeing operations/resources, and ensuring departmental synergy to achieve objectives while simultaneously serving as Chief Financial Officer, Chief Legal Officer, and Compliance Officer.ACHIEVED IN THIS ROLEEBITDA GROWTH / P&L MANAGEMENT • Despite a lack of essential systems and personnel, I spearheaded the company's transformation from a conceptual idea into a structured, globally operating firm. I led a comprehensive analysis in the first 30 days, discontinued non-essential expenses, saving 20% annually, and instituting efficient accounting and payroll systems. This delivered financial stability, elevated morale, and long-term advantages within 90 days, enhancing reporting capabilities and investor appeal.PRODUCT & SERVICES EXPANSION / CAPITAL MARKET ADVISORY • As the company grew, the need became apparent to diversify/expand product offerings through investor relations, conferences, and capital markets advisory services. I was directed by the Chairman of the Board to increase revenue and enhance services by launching an investor relations service after successful beta testing. This diversification strategy immediately added five new clients, boosted annual revenue by 20%, and was complemented by the success of an inaugural conference, drawing 300+ attendees with a 30% ROI. These expansions increased revenue by 10% and made the company attractive to investors.• TECHNOLOGY INTEGRATION / BUSINESS TRANSFORMATION I identified a need for the company to select and implement a new, low-cost technology stack to support increasing products, services, and employees. I led a 90-day investigation and planning phase and selected a new technology platform with in-depth content analytics (30X).

St. Petersburg, Fl, Us

(Achievments Continued...)This improved employee and customer satisfaction, leading to adoption as an SOP and making Water Tower Research an attractive target for acquisition due to technological capabilities and a positive financial outlook.PRICING STRUCTURE / BRAND REPUTATION & POSITIONING• I was challenged with maintaining a premium brand while transitioning from transaction-based to subscription-based revenue. Personally crafted a strategy that transitioned contracts to annual subscriptions, raised prices, and set new hiring standards for Wall Street analysts. This approach was embraced by clients within 60 days, leading to an uptick in client commitments, the recruitment of superior talent, and the tripling of valuation within one year. The transition marked a milestone in growth and established operations as the industry’s best practice.COMPENSATION ENHANCEMENT / HUMAN RESOURCE PLANNING• A firm-wide compensation adjustment was required to enhance cash flow and manage employees with higher compensation expectations. The Chairman of the Board tasked me to develop a new compensation plan balancing operational needs with fair compensation for its analysts. I led an investigation of existing structures and engaged in discussions with key stakeholders. As a result, WTR became cashflow positive within 6 months, reinforcing a positive business model and signal to investors.CONTRACT & LIABILITY MANAGEMENT / LITIGATION OVERSIGHT • Insufficient legal documentation necessitated better management of legal contract development. I led the effort to overhaul existing contracts to enhance liability protection and compliance. I revamped contracts to include crucial clauses, expense coverage, confidentiality, indemnification, limitation of liabilities, and arbitration, mitigating risks and ensuring legal adequacy. This instilled a culture of risk awareness, enhanced value, and improved protections associated with ‘material non-public information.

St. Petersburg, Fl, Us

(Achievments Continued...)CAPITAL RAISING / DUE DILIGENCE / PRESENTATION DEVELOPMENT • Transitioning from startup to growth mode required growth capital. I crafted multiple investor presentations, built and led the strategy, networked with potential investors, and managed due diligence. I met with investors and addressed inquiries during due diligence. This ignited successful meetings within 60 days, introducing senior investors and boutique investment banks to the business model.INFRASTRUCTURE ENHANCEMENT / CUSTOMER SATISFACTION • I inherited unoptimized operations and low efficiency in an ever-increasing client base. I was determined to restructure the group and implement coordinated client services. I delegated client lifecycle tasks to editorial, publishing, distribution, website, social media/marketing, investor engagement, and technology. Within 60 days, achieved a 75% decrease in new research delivery timelines, elevated client satisfaction, and more than doubled renewals (from 40% to 90%), enhancing morale.MARKETING MANAGEMENT / BRAND OPTIMIZATION • A lack of visibility due to stagnant branding frustrated the the Board of Directors. In response, I led a redesign of all marketing strategies and increased social media, conferences, print, and TV. I researched content across various platforms and created marketing presentations to bolster sales pitches, including hiring an external PR firm to promote firm employees in the media. This revamped marketing approach led to a 1000% increase in click and open rates, a 50% reduction in sales timelines, and an increase in client acquisition and retention.

St. Petersburg, Fl, Us

Stamford, Connecticut, Us

CORPORATE PROFILE: A $60M Financial Services company with 200 employees. RESPONSIBILITY PROFILE: I reported to the Head of the Business and was responsible for overseeing operations. I collaborated with the Head of the Business on resource management while focusing on process optimization and productivity improvement across sales, marketing, research, and customer service.ACHIEVED IN THIS ROLEP&L MANAGEMENT / FINANCIAL PLANNING / REVENUE GROWTH • I found myself hampered by outdated, project-based P&L tracking systems that failed to accommodate the evolving business environment and shift towards subscription models. I was charged to direct a systems revamp to better capture and analyze subscription revenues and renewal rates. Integrated subscription models into advanced accounting systems, moving from manual to automated, efficient operations. This improved forecasting accuracy by 20% and set a new standard for operation with a subscription-based revenue framework.GLOBAL OPERATIONS LEADERSHIP / COST REDUCTION • Faced with consolidating disjointed global operations and escalated spending, I decided to enhance efficiency within the newly developing Market Structure and Technology business. I crafted a 90-day plan, identifying areas for improvement and formulating a year-long execution of a new strategy that merged production, distribution, and sales into cohesive shared groups. I promoted and unified the "One Greenwich" company culture. This effort successfully reduced costs and was adopted as both an SOP and Best Practice firm-wide.

Stamford, Connecticut, Us

(Achievments Continued...)CUSTOMER SATISFACTION / MARKET POSITIONS ENHANCEMENT • In order to improve Net Promoter Score (NPS) to reflect enhanced customer satisfaction and advocacy, I devised and implemented strategic improvements targeting customer service and product delivery. Over one year, I developed and implemented new services, products, and strategies, emphasizing exceeding sales promises, and incorporating client feedback. These efforts successfully raised the NPS score by 30% (from 6 to 9), leading to a higher renewal rate, establishing strategy as both a Standard Operating Procedure (SOP) and a Best Practice, and culminating in the sale to Crisil, an S&P company.

Stamford, Connecticut, Us

RESPONSIBILITY PROFILE: I reported to the Head of Market Structure and was responsible for modernizing Greenwich Associates through comprehensive product management, digitizing data and analytics, and developing data visualization tools to streamline client delivery.

London, United Kingdom, Gb

CORPORATE PROFILE: A $12B Enterprise Software, Trading Services, and Information Solutions company with 4,000 employees. RESPONSIBILITY PROFILE: Head of the IHS Herold business. I reported to the Head of Financial Markets and I was responsible for coordinating resources across sales, marketing, finance, technology, research, and human resources, achieving operational targets, and driving business growth within IHS's Financial Market Vertical.

Paris, Fr

BNP PARIBUS PROFILE: A $65B Premier Global Banking Partner with 190,000 employees.RESPONSIBILITY PROFILE: I reported to the Head of the Americas and was responsible for leading the Equity Finance Desk, including sales, trading, and product management of financial services for hedge funds and banks, managing product structuring, pricing, and IT infrastructure setup.

Zurich, Ch

UBS INVESTMENT BANK PROFILE: A $34B Investment Bank with 74,000 employees. RESPONSIBILITY PROFILE: I reported to the Head of Equities and was responsible for selling finance products and services to institutional clients in prime brokerage, overseeing new client acquisition, trading volumes, and client positions, and executing over-the-counter equity derivatives.

New York, New York, Us

CORPORATE PROFILE: A $46B Financial Services company with 45,000 employees. RESPONSIBILITY PROFILE: I reported to a Partner with ~50 employees. I was responsible for conducting deal analysis, performing due diligence, creating cash flow (DCF) models, and managing deals as an investment banking analyst at a globally recognized investment bank.

New York, New York, Us

RESPONSIBILITY PROFILE: I reported to a Managing Director with 7 employees. I was responsible for assessing the firm’s risk from derivative trading and global transfers, performing mark-to-market valuations of customer portfolios, and consulting daily with customers worldwide.

CORPORATE PROFILE: A $3.5B Investment Bank with ~11,000 employees. RESPONSIBILITY PROFILE: I reported to the Head of Retail Online Trading with 250 employees. I was responsible for executing equity, fixed income, and mutual fund orders, addressing customer inquiries, cross-selling investment products on the trading desk, and contributing to developing a digital trading system as part of Trading and Business Development.

Ba, Economics And Business, Minor In Psychology

Diploma, General Studies