Steve Phillips Email & Phone Number

Lewisham, England, United Kingdom

London, United Kingdom

Greenwich

Gained a first class honors degree in BSc in Mental Health Nursing

London, United Kingdom

Having successfully worked for Cleartrade in Business Development the Owner/Chairman asked me, in January 2012, to join his broking business, FIS, to set up and run a container derivative desk

KEY ACHIEVEMENTS Played a key role in setting up and launching a successful OTC Trading Exchange Successfully negotiated contracts with several major investment banks, trading firms and corporates securing revenue in excess of £1.5m

 Handpicked by board director to successfully manage fundraising within financial services on behalf of the Prince’s Trust Directed a highly successful investment banking initiative Developed a proposal and led a team in securing funding, £210,000, for the first time from Lloyds of London after five previous attempts by The Trust Played a key role in achieving and surpassing annual fundraising target by securing 150% of budget  Networked at all levels to forge strong relations with investment banks, insurance companies & private equity firms capitalising on new opportunities to secure donations Implemented new service strategy to successfully retain all donors in the financial services sector for the first time in a full 12 month period Proved highly versatile across a broad range of relationship, fundraising, marketing and client relations functions

 Set up and successfully managed an extremely profitable catering and event management business  Highly influential in developing the business, achieving annual revenue worth £750K in just two years Successfully headed operational, sales and marketing functions considerably increasing custom and profits Forged excellent relations with new corporate & private clients including securing ‘preferred caterer status’ at several prestigious venues, including Leeds Castle and Knowlton Court Responsible for all financial management, successfully controlling costs, budgets and expenditure Meticulously planned and managed events, ensuring quality services and 100% customer satisfaction

 Headed investment operations, successfully supporting major wealth management clients globally Proved highly successful across a range of middle office operations and administration functions Successfully implemented a new team structure to improve procedures and ensure smooth workflow processes Led a team, establishing process tools 100% in line with business requirements & regulatory standards

 Headed and successfully managed investor relations for global investment companies Led investment trust sales, generating substantial revenue from institutional/asset management clients Played a key role in successfully establishing the company as the leading provider of investment trusts Launched two new products into the market, successfully generating over £200m in new assets Worked alongside 20 major investment companies, successfully managing IFA, institutional and board relations

Various