Olly Phillips Email & Phone Number
Director and Investor @ KMD Private Wealth Management Ltd.
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Olly Phillips Location
- Cambridge, GB
Olly Phillips Work
- 2023 -now Director and Investor @
- 2023 -now Director and Investor @
- 2020 -2022 Managing Director, Head of Cambridge and Norwich Offices @
- 2017 -2020 Chief Executive @
- 2016 -2017 COO and Investment Manager @
- 2014 -2016 Main Board Director and Investment Manager @
- 2011 -2014 Director and Investment Manager @
- 2005 -2011 Investment Manager @
- 2004 -2005 Manager, Intraday Energy Trading @
- 2003 -2004 Assistant Manager, Electricity Trading Operations @
- 2000 -2003 Electricity Trading Operations @
Olly Phillips Education
- The Chartered Institute for Securities & Investment (The CISI)
CISI Diploma (Investments and Securities)
2006-2008 - University of Southampton
Olly Phillips Skills
- Proposition Development
- Operational Efficiency
- Portfolio Management
- Wealth Management
- High Net Worth Individuals
- Securities
- Valuation
- Investments
- Strategy
- Management
- Business Development
- SIPP Management
- Investment Management
- Systems Development Management
- Marketing
- Investment Strategies
- Restructuring
- Equities
- Business Strategy
- Strategic Planning
- Energy
Olly Phillips Summary
- Olly Phillips, based in Cambridge, GB, is currently a Director and Investor at KMD Private Wealth Management Ltd.. Olly Phillips brings experience from previous roles at Green & Purple, Brown Shipley and NW Brown Group Ltd.. Olly Phillips holds a 2006 - 2008 CISI Diploma in Investments and Securities @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Proposition Development, Operational Efficiency, Portfolio Management, Wealth Management, High Net Worth Individuals and more. Olly Phillips has 4 emails and 2 mobile phone numbers on RocketReach.
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