Suggestions
Phil Cortes
CEO and Co-Founder reimagining banking and financial planning
Phil Cortes is the Managing Director at Bioracer North America, a position he holds while being based in the Capitale-Nationale region. His professional background includes extensive experience in various leadership roles within the finance and technology sectors.
Professional Background
- Current Role: Managing Director at Bioracer North America
- Previous Experience:
- CEO and Co-Founder of Iconic Finance since June 2021, focusing on innovative financial products.
- CEO and Co-Founder of Clearly, which aims to simplify banking experiences, since May 2020.
- Co-Founder of Novi Money from June 2017 to May 2020, where he worked on reimagining banking solutions.
- Principal Product Manager at Wealthfront Inc. from December 2014 to January 2016, leading new client product initiatives.
- Founder/CEO of Meeteor, where he managed product strategy and fundraising efforts from May 2009 to March 2013.
- Analyst at Bloomberg Tradebook, contributing to the establishment of a new division that generated significant revenue in its first year.
Education and Skills
Phil holds a Master's degree in International Studies, with a focus on Spanish-speaking regions and entrepreneurship. He has also completed night classes in Corporate Finance and Marketing. Additionally, he possesses several financial licenses, including Series 3, 63, and 7.
Personal Interests
Cortes is also an Ironman triathlete, having placed 5th in his first Ironman event, and he is proficient in Spanish and French, enhancing his ability to engage in diverse markets.
His LinkedIn profile reflects a strong commitment to innovation in financial services and a robust background in product management and entrepreneurship.12
