North American Representative

Philip has 20+ years of financial services experiences and a deep expertise in assisting and managing the development of early and growth stage companies, with significant experience in international strategic planning, sales and relationship management and financial services/crowdfunding platforms and solutions.

Philip was the first employee, Founding Partner and Head of Sales, Marketing and Research at SecondMarket Holdings, Inc (sold to NASDAQ Private Markets in Q4 2015). Philip left SecondMarket in 2011 to found/manage Magnolia Ventures LLC – a New York based Venture Fund.

Previously, Philip held several sales & marketing positions at UBS Financial Services, Credit Suisse and Smith Barney.

Philip is not only an early stage investor but is also a Strategic Advisor to a number of fintech/crowdfunding/technology platforms. In addition, Philip holds series 7 and 63 brokerage (FINRA) (USA) securities licenses.

Philip brings to PrimaryMarkets his breadth of skill set and connections into both the North American, as well as, Asian based markets and investor base.

 

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