Philip Gleason
Charlotte,NC
Summary
I'm a visionary leader with proven success in management, marketing, and business development. I've significantly increased revenues for multiple startups, as well as SP500 companies over the past two decades.
I'm a motivated and passionate leader with a track record of success. I'm excelling at identifying opportunities and implementing creative strategies to capitalize on them. A combination of business acumen and people skills demonstrates a dynamic leader, manager and effective communicator. Innovation and creativity are fundamental to success in every business.
09/2016 - Current. Red Oak Capital Management
07/2009 - Current. Gleason Asset Management
11/2005 - 07/2009. Merrill Lynch
10/1994-11/2005. Citigroup
Overview
29
29
years of professional experience
Work History
Chief Investment Officer
Red Oak Capital Management (CoFounder)
09.2016 - Current
- Managed the business and created multiple products to increase firm revenue by 227%.
- Cultivated company-wide culture of innovation and collaboration.
- Demonstrated leadership skills in managing projects from concept to completion.
- Developed and implemented B2B marketing strategy and overall communication plans to produce long-term partners.
- Self-motivated and skilled at working independently and collaboratively in team environment.
- Applied strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Proved successful working within tight deadlines and fast-paced environment.
- Researched new technologies and chose best options for company priorities and cost-effectiveness.
Founder of Marketing Consulting Company
Gleason Asset Management
06.2009 - Current
- Led operational team in development, rollout, and management of new product lines, increasing revenue by 325%
- Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership
- Improved financial performance and implemented measures to enforce compliance with budgetary standards
- Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
- Initiated strategy to drive company growth and increase market share and profitability
- Created organization's mission and vision statements for use by employees.
- Reduced operational costs through strategic cost management initiatives.
- Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth
Vice President, Portfolio Manager
Merrill Lynch
11.2005 - 06.2009
- Proven Top Performance at Firm (30% per year returns)
- Delivered Global Strategy for ML Team with $350m in assets.
- Cultivated trading, manager searches, and business development for Deere Pension Fund ($12Billion Assets)
- Identified opportunities to improve business process flows and productivity
- Demonstrated creativity and resourcefulness through development of innovative solutions
- Increased company growth through collaboration with sales and marketing departments
Vice President, Portfolio Manager
Citigroup Inc
10.1994 - 11.2005
- Top Performance Awards.
- Excellent communication skills, both verbal and written
- Met and exceeded all revenue and sales goals, top 1%. Increased revenue by 291%.
- Developed rebalancing strategies to minimize risk exposures, while maximizing returns.
- Demonstrated proficient leadership skills to motivate employees and build competent teams
- Competitive Intelligence Process.
- Identified opportunities to improve business process flows and productivity
- Evaluated product development strategies and prepared alternative approaches to goal achievement
Education
Bachelor of Science - Business Education & History
Northland International University
Dunbar05.1992
Skills
- Innovation & Creativity
- Strategic Initiatives
- Business Intelligence
- Effective Decisiveness
- Extreme Attention to Details
- Analytical & Critical Thinking
- Consistently Exceeding Expectations
- Risk Identification & Management
- Active Listener
- Integrity - Trust and Reputation
- Superior Communication & Relationship Skills
- Influencer & Leader
- Team Development & Relationship Builder
- Forecasting & Forward Thinker
- Competitive Intelligence
- Product Development & Deployment
Timeline
Chief Investment Officer
Red Oak Capital Management (CoFounder)
09.2016 - Current
Founder of Marketing Consulting Company
Gleason Asset Management
06.2009 - Current
Vice President, Portfolio Manager
Merrill Lynch
11.2005 - 06.2009
Vice President, Portfolio Manager
Citigroup Inc
10.1994 - 11.2005
Bachelor of Science - Business Education & History
Northland International University
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