Phil (Pil Ho) Cho

Strategic Consultant at The Werc Shop
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Contact Information
Location
Dallas, US
Languages
  • Korean Native or bilingual proficiency
  • English Native or bilingual proficiency
  • Chinese Limited working proficiency

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Nate Haney, JD., MBA.

Phil is an energetic, honest, hard working consultant. He delivered on every promise he made and scheduled high level executive meetings with the targeted South Korean conglomerates. He is passionate about and dedicated to his work.

Casey M Friedel

Phil has my highest recommendation. I have had the opportunity to spend a lot of time with Phil over the last two months. Whether it was the Energy Club trip to Houston, Investment Banking Institute seminars, or the SMU Cox Case Competition, he is always a standout. In a short amount of time, Phil has managed to make a significant impact on those around him. Phil always greets you with a smile and an encouraging word. In the end, whether it’s his intellectual prowess or his leadership style, Phil is a skilled professional. He is a person that you definitely want on your team.

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Credentials

  • Certificate for Cannabis Professional
    Unversity of California Riverside
    Dec, 2022
    - Sep, 2024
  • Series 7 & 66
    FINRA (Financial Industry Regulatory Authority)
    Aug, 2018
    - Sep, 2024
  • Certificate for Real Estate Investment Advisor
    Korea Association of Real Estate Investment
    Jan, 2009
    - Sep, 2024

Experience

    • United States
    • Biotechnology Research
    • 1 - 100 Employee
    • Strategic Consultant
      • Aug 2022 - Present
    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 1 - 100 Employee
    • Strategic Consultant & Korea Representative
      • Mar 2022 - Present
    • United States
    • Construction
    • 1 - 100 Employee
    • Executive Project Advisor, advising IPI for SK Innovation
      • Jan 2019 - Oct 2023
    • Automotive
    • VP-Asia Strategist
      • Dec 2020 - Oct 2021

      ☆Successfully created long term partnership btwn SK Group and Plug Power, helping to build hydrogen logistics hub and infra in Korea and expanding to Asia; could secure 1st green hydrogen deal using wind power at JEJU Island with Plug Power's PEM electrolyzer.

    • Strategic Consultant/Korea Representative
      • 2020 - 2021

      ☆ Advised Hyundai Motor Group to build hydrogen fueling infra in US and Korea. Global Expert for Green Hydrogen & Fuel Cell | High Tech Investment, M&A & Integration | Global Partnership & Capital Raising | EV & Infrastructure Development

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Managing Director/Asia Strategist
      • 2018 - 2020

      ♦ Commerce Street Holdings, LLC ("CSH"​) , headquartered in Dallas, Texas, is a premier investment banking firm serving and investing in financial institutions across the United States since 2007. CSH is comprised of the following entities: ♦ Commerce Street Capital, LLC, (Member FINRA/SIPC) is a broker-dealer whose services include: • Mergers & Acquisitions - Financial Institutions and Corporations • Bank Capital Raise • Private Placement of Debt & Equity •… Show more ♦ Commerce Street Holdings, LLC ("CSH"​) , headquartered in Dallas, Texas, is a premier investment banking firm serving and investing in financial institutions across the United States since 2007. CSH is comprised of the following entities: ♦ Commerce Street Capital, LLC, (Member FINRA/SIPC) is a broker-dealer whose services include: • Mergers & Acquisitions - Financial Institutions and Corporations • Bank Capital Raise • Private Placement of Debt & Equity • Regulatory Advisory • Valuations & Fairness Opinions • Small Business Investment Company ("SBIC"​) Funds • Alternative Solutions • Corporate & Real Estate Investment Banking ♦ Commerce Street Investment Advisor (“CSIA”), dba Commerce Street Investment Management (“CSIM”), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and is an SEC-registered Investment Adviser that provides asset management services for private equity and credit opportunity funds that invest in bank and financial institution related transactions, including projects for logistics, warehousing and infra. Show less ♦ Commerce Street Holdings, LLC ("CSH"​) , headquartered in Dallas, Texas, is a premier investment banking firm serving and investing in financial institutions across the United States since 2007. CSH is comprised of the following entities: ♦ Commerce Street Capital, LLC, (Member FINRA/SIPC) is a broker-dealer whose services include: • Mergers & Acquisitions - Financial Institutions and Corporations • Bank Capital Raise • Private Placement of Debt & Equity •… Show more ♦ Commerce Street Holdings, LLC ("CSH"​) , headquartered in Dallas, Texas, is a premier investment banking firm serving and investing in financial institutions across the United States since 2007. CSH is comprised of the following entities: ♦ Commerce Street Capital, LLC, (Member FINRA/SIPC) is a broker-dealer whose services include: • Mergers & Acquisitions - Financial Institutions and Corporations • Bank Capital Raise • Private Placement of Debt & Equity • Regulatory Advisory • Valuations & Fairness Opinions • Small Business Investment Company ("SBIC"​) Funds • Alternative Solutions • Corporate & Real Estate Investment Banking ♦ Commerce Street Investment Advisor (“CSIA”), dba Commerce Street Investment Management (“CSIM”), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and is an SEC-registered Investment Adviser that provides asset management services for private equity and credit opportunity funds that invest in bank and financial institution related transactions, including projects for logistics, warehousing and infra. Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director, Asia Strategist
      • 2013 - 2017

      - Created new investment portfolios in investing US MLPs (Master Limited Partnership) of energy infrastructure, set up retail distribution networks by partnering with KIMC (Korea Investment Management Company) and major banks including KB, Woori, Shinhan and Hana Bank, raising $500+M with 12+% returns, managing tax and currency risks through swap and ISDA. • Awarded “Best Alternative Investment Fund of the Year” by Korea Finance & Investment Association (2014) - Created new investment portfolios in investing US MLPs (Master Limited Partnership) of energy infrastructure, set up retail distribution networks by partnering with KIMC (Korea Investment Management Company) and major banks including KB, Woori, Shinhan and Hana Bank, raising $500+M with 12+% returns, managing tax and currency risks through swap and ISDA. • Awarded “Best Alternative Investment Fund of the Year” by Korea Finance & Investment Association (2014)

    • South Korea
    • Construction
    • 700 & Above Employee
    • Senior Consultant, Business Development
      • 2011 - 2013

      • Samsung C&T is a global project development and investment holding company for Samsung, the largest shareholder of Samsung Electronics Company, Samsung Heavy Industries and its more affiliates. - Crafted business expansion with finance leadership and marketing program, developing and implementing solutions for capital raising in US capital market with executing extensive market research, financial analysis and forecast, regular financial reporting and presentation to head office’s senior… Show more • Samsung C&T is a global project development and investment holding company for Samsung, the largest shareholder of Samsung Electronics Company, Samsung Heavy Industries and its more affiliates. - Crafted business expansion with finance leadership and marketing program, developing and implementing solutions for capital raising in US capital market with executing extensive market research, financial analysis and forecast, regular financial reporting and presentation to head office’s senior management in Korea. Show less • Samsung C&T is a global project development and investment holding company for Samsung, the largest shareholder of Samsung Electronics Company, Samsung Heavy Industries and its more affiliates. - Crafted business expansion with finance leadership and marketing program, developing and implementing solutions for capital raising in US capital market with executing extensive market research, financial analysis and forecast, regular financial reporting and presentation to head office’s senior… Show more • Samsung C&T is a global project development and investment holding company for Samsung, the largest shareholder of Samsung Electronics Company, Samsung Heavy Industries and its more affiliates. - Crafted business expansion with finance leadership and marketing program, developing and implementing solutions for capital raising in US capital market with executing extensive market research, financial analysis and forecast, regular financial reporting and presentation to head office’s senior management in Korea. Show less

    • Managing Director, M&A, Project Finance & Underwriting
      • May 2009 - Oct 2010

      • HMC is a Hyundai Motor Group’s in-house Investment Banking Division and Corporate Venture Investment for worldwide investment banking services - Managed staffs of 10+ in Seoul, Hong Kong and Singapore, underwrote $2B assets, improving ROA by 3+%. - Supported management for M&A and international expansion with financial analysis, financial modeling and forecast, due diligence and post merger integration, acting as a point of contacts by collaboratively working with business leaders of… Show more • HMC is a Hyundai Motor Group’s in-house Investment Banking Division and Corporate Venture Investment for worldwide investment banking services - Managed staffs of 10+ in Seoul, Hong Kong and Singapore, underwrote $2B assets, improving ROA by 3+%. - Supported management for M&A and international expansion with financial analysis, financial modeling and forecast, due diligence and post merger integration, acting as a point of contacts by collaboratively working with business leaders of tax, legal, IT and HR teams. - Created global bond issuing program of $800M, where I initiated securitizing of Hyundai Motor’s auto loans and debt finance in China auto dealer of high credit and high-quality AR, with 12+% returns, with ALM (asset liability management) and credit risk management. - Securitized auto loans of $500M for Hyundai Motor and dealers’ debt financings through working with Hyundai Capital Co., second largest credit card issuer in Korea, managing legal documentations. • Investment Advisory Committee Member for Korea Teachers’ Pension Services, AUM of $3B, for overseas investments. • Investment Committee Board for Pacific Star Group in Singapore (www.pacificstargrp.com) Show less • HMC is a Hyundai Motor Group’s in-house Investment Banking Division and Corporate Venture Investment for worldwide investment banking services - Managed staffs of 10+ in Seoul, Hong Kong and Singapore, underwrote $2B assets, improving ROA by 3+%. - Supported management for M&A and international expansion with financial analysis, financial modeling and forecast, due diligence and post merger integration, acting as a point of contacts by collaboratively working with business leaders of… Show more • HMC is a Hyundai Motor Group’s in-house Investment Banking Division and Corporate Venture Investment for worldwide investment banking services - Managed staffs of 10+ in Seoul, Hong Kong and Singapore, underwrote $2B assets, improving ROA by 3+%. - Supported management for M&A and international expansion with financial analysis, financial modeling and forecast, due diligence and post merger integration, acting as a point of contacts by collaboratively working with business leaders of tax, legal, IT and HR teams. - Created global bond issuing program of $800M, where I initiated securitizing of Hyundai Motor’s auto loans and debt finance in China auto dealer of high credit and high-quality AR, with 12+% returns, with ALM (asset liability management) and credit risk management. - Securitized auto loans of $500M for Hyundai Motor and dealers’ debt financings through working with Hyundai Capital Co., second largest credit card issuer in Korea, managing legal documentations. • Investment Advisory Committee Member for Korea Teachers’ Pension Services, AUM of $3B, for overseas investments. • Investment Committee Board for Pacific Star Group in Singapore (www.pacificstargrp.com) Show less

    • South Korea
    • Financial Services
    • 700 & Above Employee
    • General Manager, M&A, Project Finance & Underwriting
      • 2006 - 2009

      • Woori Bank with $320B assets, the leading corporate & investment banking group *Investment Committe Member for Korea-UAE Economic Development - Managed $2.5B asset with staffs of 15+ in overseas branches in Asia, focusing on China and India, managing local regulatory through strategic alliance with ICBC in Beijing. - Supported management for M&A bidding of $5.2B to acquire LG Card, then biggest credit card issuer with 12+M users, consulting operational innovation, customer… Show more • Woori Bank with $320B assets, the leading corporate & investment banking group *Investment Committe Member for Korea-UAE Economic Development - Managed $2.5B asset with staffs of 15+ in overseas branches in Asia, focusing on China and India, managing local regulatory through strategic alliance with ICBC in Beijing. - Supported management for M&A bidding of $5.2B to acquire LG Card, then biggest credit card issuer with 12+M users, consulting operational innovation, customer experience, and fast-paced payment industry by executing valuation, due diligence and post merger integration. - Orchestrated acquisition of multi purpose office and retail, prime location building in Singapore, partnering with Pacific Star Group, leading real estate investment company in Asia with $3.5B assets, based on quantitative market research, growth strategy and headcount forecast with financial analytics and self-starter initiatives (ROI 15+%). - Provided $550M of senior loan and mezzanine for NPS to purchase HSBC building in London. • Chaired the bank’s credit/investment sub-committee, operating ALM and currency risk. • Investment Advisory Committee Member for Korea National Pension Service (NPS), with AUM of $620B, for overseas investment and real estate development Show less • Woori Bank with $320B assets, the leading corporate & investment banking group *Investment Committe Member for Korea-UAE Economic Development - Managed $2.5B asset with staffs of 15+ in overseas branches in Asia, focusing on China and India, managing local regulatory through strategic alliance with ICBC in Beijing. - Supported management for M&A bidding of $5.2B to acquire LG Card, then biggest credit card issuer with 12+M users, consulting operational innovation, customer… Show more • Woori Bank with $320B assets, the leading corporate & investment banking group *Investment Committe Member for Korea-UAE Economic Development - Managed $2.5B asset with staffs of 15+ in overseas branches in Asia, focusing on China and India, managing local regulatory through strategic alliance with ICBC in Beijing. - Supported management for M&A bidding of $5.2B to acquire LG Card, then biggest credit card issuer with 12+M users, consulting operational innovation, customer experience, and fast-paced payment industry by executing valuation, due diligence and post merger integration. - Orchestrated acquisition of multi purpose office and retail, prime location building in Singapore, partnering with Pacific Star Group, leading real estate investment company in Asia with $3.5B assets, based on quantitative market research, growth strategy and headcount forecast with financial analytics and self-starter initiatives (ROI 15+%). - Provided $550M of senior loan and mezzanine for NPS to purchase HSBC building in London. • Chaired the bank’s credit/investment sub-committee, operating ALM and currency risk. • Investment Advisory Committee Member for Korea National Pension Service (NPS), with AUM of $620B, for overseas investment and real estate development Show less

    • Senior Manager, M&A, Project Finance and Investment
      • 2005 - 2006

      • Global Headquarters in Seoul, South Korea - Operated Finance Team of 9+, leading international capital markets, managing global bond issuing platforms in global financial centers (Tokyo, London, Singapore and Hong Kong), with $5B of banking facilities, credit lines. - Orchestrated valuation, due diligence and M&A integration with being trained for Lean Six Sigma. • Advisory Member for Korea Ministry of Finance and Planning when government set long-term policies to create Seoul as… Show more • Global Headquarters in Seoul, South Korea - Operated Finance Team of 9+, leading international capital markets, managing global bond issuing platforms in global financial centers (Tokyo, London, Singapore and Hong Kong), with $5B of banking facilities, credit lines. - Orchestrated valuation, due diligence and M&A integration with being trained for Lean Six Sigma. • Advisory Member for Korea Ministry of Finance and Planning when government set long-term policies to create Seoul as Asia regional financial hub

    • Treasurer & CIO of Samsung Logistics China
      • 1999 - 2005

      • Samsung Hong Kong, Asia Regional Headquarter for Samsung, with $3B revenues & $2.5B credit lines, and Samsing Logistics China, 100% owned by Samsung Hong Kong who provided the 3rd party logistics services for Samsung Group's affiliates in China such as Samsung Eelctronics, Samsung SDI and Samsung Elecrto Devices - Headed Finance Team of 5 with recruiting and training local staffs, setting up SAP as the company’s new ERP system, focusing on global cash management, and FX management… Show more • Samsung Hong Kong, Asia Regional Headquarter for Samsung, with $3B revenues & $2.5B credit lines, and Samsing Logistics China, 100% owned by Samsung Hong Kong who provided the 3rd party logistics services for Samsung Group's affiliates in China such as Samsung Eelctronics, Samsung SDI and Samsung Elecrto Devices - Headed Finance Team of 5 with recruiting and training local staffs, setting up SAP as the company’s new ERP system, focusing on global cash management, and FX management - Developed Samsung’s global treasury center in Hong Kong by setting up global CMS (Cash Management System) for managing intercompany loans to subsidiaries in many locations and FX trading, working with Citi Bank-London Office, saving costs over 3+%.

    • Associate/Manager
      • Jan 1997 - Jan 1999

      Analyst for Overseas Investment, Project Finance & M&A

Education

  • University of California, Riverside
    Certificate Program, Professional Cannabis
    2022 -
  • The Wharton School
    M&A Certificate Program, Mergers and Acquisitions
  • Seoul National University
    Bachelor of Arts, Business Administration
  • Southern Methodist University
    MBA, Finance & Strategy
  • State University of New York at Buffalo
    Master of Arts, International Trade Concentration Program

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