Phil Niles

● Responsible for all elements of business strategy and execution, including corporate finance, profitability and cost forecasting, and valuation
● Substantial focus on optimizing the company’s cash flow, capital raising, business modeling, and investor relations
● Led and completed a successful exit of the business in 2023 to a publicly-traded company headquartered in Israel

● Oversaw business planning, strategy, financial projections, and economic analysis for the global asset servicing division
● Perform ongoing monitoring of business execution, profitability, margin analysis, and gap assessments
● Substantial involvement in financial modeling, planning, and integration of the global asset servicing M&A strategy

● Responsible for ongoing client margin analysis involving financial modeling, profitability, and new business pricing
● Completed a successful exit of the business to a leading Japanese financial institution in 2013