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    Philip Cortes

    Philip Cortes

    Founder of @iconic-finance . Ex-PM @wealthfront , @fuze-formerly-fuzebox Dual MBA/MA from Wharton and the Lauder Institute at UPenn

    Product Manager San Francisco Bay Area University of Pennsyl...
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    Experience
    Iconic Finance
    Iconic Finance
    Founder, Co-Founder CEO 2018 - Present (almost 9 years)
    Novi is a consumer first, technology driven bank.

    Our goal is to help the 69% of millennials who have less than $5,000 in savings manage their money, debt and investments... more by putting their finances on autopilot. Our initial offering is a Smart Checking account, where we automatically route your cash intelligently across loans, investments and retirement.

    We call it Smart Checking + Better banking
    Wealthfront
    Wealthfront
    Principal Product Manager, New Products
    Rove
    Exit
    Rove
    Advisor
    Fuze (Formerly FuzeBox)
    Fuze (Formerly FuzeBox)
    Product Manager
    Spokely.com
    Spokely.com
    Founder
    Meeteor
    Meeteor
    Founder
    Bloomberg Polarlake
    Bloomberg Polarlake
    Employee
    Code Fellows
    Code Fellows
    Student
    Wharton Venture Initiation Program
    Wharton Venture Initiation Program
    Employee
    Fuze
    Fuze
    Product Manager 2013 - Present (about 13 years)
    Wharton Business School
    Wharton Business School
    Student 2009 - Present (over 17 years)
    Bloomberg Tradebook
    Bloomberg Tradebook
    Analyst (Unofficial Title: Product Manager) 2006 - Present (over 20 years)
    Founder
    Meeteor, Spokely.com, Iconic Finance
    Employee
    Wealthfront, Fuze (Formerly FuzeBox), Code Fellows, Bloomberg Polarlake, Bloomberg Tradebook, Wharton Business School, Fuze, Wharton Venture Initiation Program
    Investor
     
    Incubator
     
    Advisor
    Rove
    Attorney
     
    Board Member
     
    Mentor
     
    Member
     
    Acquired
     
     
    Education
     
    About
    Skills
    Ruby on Rails Rspec Capybara User Experience Design Sales Strategy and Management Business Development Ideation Product Management Product Agile SaaS Financial Technology Axure Wireframing Prototyping Ruby SQL Design Analytics Sales Management API Fundraising Strategy Metrics Bloomberg Services CMS Engineering MBA Entrepreneurship
    Locations
    Silicon Valley
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