Grant Phillips Email and Phone Number

Started and grew eCommerce business with $3.8MM in annual sales. (Achieved $10MM in total revenue, with 99% of sales coming from Amazon between 2014 to 2019.) Converted basement business into a bi-coastal operation.• Recruited, hired, and trained 16 people and created incentives / commission plans to incentivize “buyers” (procurement representatives). Developed video and document trainings for remote employees, focusing on customer service and listing creation. • Created systems for purchasing, shipping, customer service, inventory repricing, sales generation, inventory management, warehouse operations, and cash flow management. • Monitored inventory and purchasing of 125K+ bought, processed, and shipped items from 2016 – 2019 alone.• Directly supervised 2 Warehouse Managers (in NH & WA) and 2 full-time Buyers. Buyers purchased more than $4MM worth of inventory. Had dotted line supervision over WA Manager’s team; they oversaw additional Buyers for military discounts / specialty channels.• Trained and managed a FT virtual assistant in Malawi who performed back-end work (Amazon), repricing (Buy Box tool), shipping info, customer service / return communications, reporting, etc. • Started college internship program and successfully developed interns / temps into managers.• Managed $20K+ in Amazon Pay Per Click (PPC) spend; decided online ad budgets and PPC rates.• Designed a Shopify website and ran $1500 worth of Facebook (FB) ads. Created copy, product usage guide, and campaign budget optimization (CBO) strategy for FB ads.

Hired by start-up company that was struggling to raise VC funds; assisted with Financial Modeling in order to raise capital after an initial consultant made too many mistakes and was let go.• Checked and corrected financial spreadsheet model (which included 21 different tabs). Successfully fixed model so it worked flawlessly, resulting in the company being able to use it in presentations, raising several million dollars in VC funding.

Small, privately owned investment firm. Left to start business but stayed on through Q4 and into Q1 of 2015 as a consultant to help train/support 2 people who replaced [my] role.• Managed $130MM in assets and took on additional Portfolio Management duties, including investment selections and portfolio oversight, in order to free up 2 partners at the firm so they could focus on business and client development. • Performed over $260MM in trades (Public Equities, Investment Grade Bonds, Closed-End Funds, Municipal Bonds). Minimized trading costs for clients by slowly scaling in and out of positions.• Created training documents and videos the company never had before to support new Associates. • Given full trading, equity/stock research, and fixed income recommendations responsibility 6 months into role. (Conducted 100% of the research and trading.)• Regularly researched Closed-End Funds and Electronic Traded Funds using Bloomberg and created spreadsheet interfacing Bloomberg with Excel to increase efficiency. • Created and presented weekly investment meeting reports to Firm’s owners. Provided data-driven stock recommendations or explained why firm should sell stock based on current portfolio performance.• Learned (and performed) Discount Cash Flow (DCF) modeling to decide when stock should be sold. • Performed Financial Ratio Analysis and Competitor Analysis to uncover value and compare to other ratios vs. other stocks in the same space.• Leveraged trading and client/portfolio analysis software: Knight Trading; Advent Moxy; Axys• Responsible for rebalancing client portfolios to make sure they meet asset allocation models.

ESG / Sustainable investing firm (now owned by / known as Impax Investments).• Performed fundamental analysis on company’s financial statements, capital structure, ratios, bond covenants, and off-balance sheet items.• Built financial models from 10-Qs, 10-Ks, and international financial statements.• Composed High Yield research reports by synthesizing various sources such as sell-side research, conversations with management and company competitors, industry research, and country specific research.• Made Buy/Sell recommendations for high yield bonds and equities.

Founded this investment holdings company while in college.• Provided analysis of event-driven and fundamental investment opportunities such as company recapitalization arbitrage and stock market inefficiencies.• Built Excel models to track stock analyst forecasts, spot accounting red flags, value companies, measure company’s financial health, and make projections.