Philip Teo
Summary
An entrepreneurial and pragmatic product leader, passionate about turning innovative ideas into tangible results. Experienced formulating and executing strategic plans, creating new products and services, and developing business opportunities while leading cross-functional team members.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Founder & Director
Traderwave
09.2022 - Current
- Broadly overseeing the company's digital content products, and education services on a part-time basis, which are currently in self-running maintenance mode with the use of automation technologies and freelancers
- Spending most of my time working on emerging technologies like fintech, blockchain, web3 and AI from the product strategy and venture building perspectives.
Vice President, New Business
ADDX
06.2023 - 09.2023
- Initiated the development of the proof-of-concept for a self-service venture platform on ADDX, leveraging blockchain technology for efficient equity fundraising and investor-startup deal-making
- Led a comprehensive feasibility study with the internal legal and compliance team, encompassing custodian structure, deal and operating structures, legal documentation, economic models, and target user profiles
- Conducted business development with key external stakeholders including startup founders, angel investors, accelerators, and VC fund managers to assess platform feasibility and gather specific requirements
- Developed pre-launch landing pages featuring an integrated profiling survey & waitlist referral system to demonstrate the platform concept, attract target personas and verify pre-launch interest.
Lead Product Manager
ADDX
09.2022 - 06.2023
- Onboarded as a Lead Product Manager at a pre-series B digital exchange startup, focusing on the B2C segment for global accredited investors
- Immediately tasked with designing and developing a sophisticated client- facing portfolio valuation feature, offering NAV or LTP valuation methods
- Led the development of a complex KYC periodic review feature, enabling global investors to autonomously update & verify their personal info / accredited status
- Directed a team of designers and developers to design, launch and implement these features successfully within six months
- Collaborated with regulatory, growth, operations, and marketing teams to ensure seamless project execution from inception to completion
- Conducted a comprehensive analysis of ADDX's business model, providing insights on product-market fit, network strategies, and market dynamics
- Strategically influenced B2C leadership to refine the investor targeting approach, focusing on specific personas to enhance product-market alignment
Partner Trading Coach
SGX Academy
08.2015 - 04.2023
- Joined SGX Academy as a freelance partner trading coach, delivering investor education and professional training to financial market professionals and retail traders
- Led workshops and courses including "Technical Trend Trading – An Introduction" and "Technical Trend Trading: The Complete System"
- Provided realistic insights into market operations, equipping retail traders and investors with the skills to identify market trends and enhance long-term profitability.
Founder & Director
Traderwave
07.2015 - 09.2022
- Served as the primary product owner on a full-time basis, for a web-app product, overseeing diverse functions including hiring, finance, investor relations, marketing, content creation, and event management.
- Founded the venture as a solo founder, investing substantial personal seed capital to develop the initial finance charting web app with a team of 3 developers & 1 digital marketer.
- Successfully pitched to over 100 angel investors, accelerators, and VCs, securing $350,000 in seed funding.
- Gained entry into the iJAM start-up program in 2015 by IMDA Singapore and was a finalist for the SiTF Award 2015 for the most innovative start-up (early stage).
- Chosen from 560 applications across 30 countries to join the MaGIC Accelerator Program in 2016 as the only fintech startup selected.
- Hosted 6 virtual trading summits over 3 years, attracting more than 40,000 participants and featuring over 80 global trading experts like Dr Van K Tharp, Jerry Parker, Adam Khoo, Jack Schwager and Andrea Unger.
- Authored and published "Trading Mentors: Learn Timeless Strategies And Best Practices From Successful Traders" in 2019, earning acclaim from industry veterans like Peter Brandt, Edward K Lee and Nithin Kamath.
Chief Technical Analyst
OCBC Investment Research
10.2008 - 06.2015
- Daily use of charting tools like NextView and Bloomberg to analyze global financial trends and identify investment themes.
- Performed technical analysis across various asset classes including equities (US, HK, SG), currencies, and commodities.
- Developed and delivered short to long-term investment strategies for internal and external clients of OCBC Bank and its subsidiaries.
- Produced and disseminated easy-to-understand investment reports and timely market updates to clients.
- Provided daily market commentaries, offering current technical perspectives on market dynamics.
- Customized investment strategy advice for clients based on their individual profiles, goals, and psychology.
- Conducted client seminars on technical analysis, achieving an average feedback score of 3.73/4 for competence, stage presence, and communication from over 1000 attendees.
Trainee Dealer
OCBC Securities
03.2008 - 10.2008
- Completed a 7-month intensive training in securities business models, investment strategies, and equity trading techniques.
- Gained practical experience in executing trades for institutional clients during a 2-month tenure with the central dealing team using the GL trading system.
- Acquired insights into US market dynamics and trading methods during a 1- month attachment to the US overnight market dealing desk.
Business Development Executive
Apres Marketing
10.2006 - 03.2008
- Involved in comprehensive project planning, including market analysis, partner identification, feasibility studies, and business model development.
- Executed business development strategies, building alliances with developers, property agents, and interior designers for lead generation.
- Conducted cold calls, presentations, and follow-ups to establish and maintain strong client relationships.
- Led a project management team, ensuring prompt response to client needs and timely project completion.
- Implemented operational changes that enhanced specialization and improved overall efficiency and productivity.
Sales Executive
Technigroup Far East
09.2005 - 10.2006
- Managed multiple projects simultaneously, demonstrating strong multitasking abilities to address diverse issues within tight deadlines.
- Ensured successful resolution of project implementation issues, delivering satisfactory outcomes to clients within agreed timelines.
- Maintained high-quality customer service through proactive communication and consistent follow-ups.
- Presented products to over 50 clients, tailoring solutions to meet their specific project needs.
Commando Soldier, Demolition Specialist
Singapore Armed Forces
01.1999 - 06.2001
- Excelled as one of the top 50% performer among 250 commando trainees, to graduate successfully from a rigorous one-year training program in the elite force.
- Accomplished a demanding 72km route march, a critical requirement for final graduation.
- Recognized as the leading demolition specialist by the Officer-in-Command, contributing innovative strategies that markedly enhanced operational effectiveness in enemy defense penetration.
- Successfully completed advanced training in Parachuting and High Confidence Course, demonstrating exceptional skill and resilience.
- Achieved Gold in the Triple Jump and Bronze in the Long Jump at the Track and Field Championship, leading the Commando Formation to a Team Champion title.
- Played a pivotal role in the Commando Formation's Soccer Championship victory, contributing significantly as a first-team player to secure the overall team championship.
Education
Bachelor Degree - Mechanical and Aerospace Engineering
Nanyang Technological University
Singapore06.2005
GCE "A" Levels - Economics, Physics, Mathematics, Chinese & English
Anderson Junior College
Singapore12.1998
GCE "O" Levels - English, Chinese, Math, Science, Humanities
The Chinese High School (Hwa Chong Institution)
Singapore12.1996
Skills
- Strategic Vision
- Product Strategy
- Product Development and Management
- Business Development and Planning
- Cross-Functional Team Leadership
- Capital Markets
- Project Management
- Presentations Skills
- Coaching & Mentoring
- Entrepreneurship
- Public Speaking
Certification
- WSQ Advanced Certificate in Learning and Performance (ACLP)
- WSQ Develop Self to Maintain Professional Competence at Managerial Level
- WSQ Lead Team Leaders to Develop Business Strategies & Governance Management
- Certified Hedge Fund Professional (CHP) Designation Level 1
- Capital Markets and Financial Advisory Services Exam (CMFAS) - Module 6A
- Capital Markets and Financial Advisory Services Exam (CMFAS) - Module 6
- Capital Markets and Financial Advisory Services Exam (CMFAS) - Module 5
- Capital Markets and Financial Advisory Services Exam (CMFAS) - Module 1A
- EXSEL Facilitator in Expeditionary Service Learning
Accomplishments
- Accepted into MaGIC Accelerator Program - Cohort 3 ASEAN Track
- Accepted into IDM Jump-start and Mentor (i.JAM) Start-up Incubation Programme
- Nominated as SiTF Award 2015 Finalist - Most Innovative Start-Up (Early Stage)
- Awarded National Champion in 1995 National Chinese Music Competition (Individual Flute U16 Category)
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Vice President, New Business
ADDX
06.2023 - 09.2023
Founder & Director
Traderwave
09.2022 - Current
Lead Product Manager
ADDX
09.2022 - 06.2023
Partner Trading Coach
SGX Academy
08.2015 - 04.2023
Founder & Director
Traderwave
07.2015 - 09.2022
Chief Technical Analyst
OCBC Investment Research
10.2008 - 06.2015
Trainee Dealer
OCBC Securities
03.2008 - 10.2008
Business Development Executive
Apres Marketing
10.2006 - 03.2008
Sales Executive
Technigroup Far East
09.2005 - 10.2006
Commando Soldier, Demolition Specialist
Singapore Armed Forces
01.1999 - 06.2001
Bachelor Degree - Mechanical and Aerospace Engineering
Nanyang Technological University
GCE "A" Levels - Economics, Physics, Mathematics, Chinese & English
Anderson Junior College
GCE "O" Levels - English, Chinese, Math, Science, Humanities
The Chinese High School (Hwa Chong Institution)
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