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.

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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.

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.
• 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.
• 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.

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.

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.

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.

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.

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.

Ba, Economics And Business, Minor In Psychology

Diploma, General Studies