Philip Yim

Critic
DISC Type : C

Vice President at Willett Advisors LLC

New York, New York, United States

Overview

Philip Yim is the Vice President of Due Diligence at Willett Advisors, the family office managing Michael Bloombergs assets. A Certified Public Accountant with an MBA from Columbia Business School, he has built a career specializing in operational due diligence for alternative investments at firms like Citi Private Bank and PwC.

Philip is deeply committed to community service, volunteering as a Mentor and Associate Board Member for America Needs You. He actively works to support economic mobility for low-income, first-generation college students through professional development workshops and mentorship.

He helps manage the personal and philanthropic assets of Michael Bloomberg.

Personality Overview

Information Seeker

Critic

Precise

They enjoy working alone and do not rely on others very often.  It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Operational Due Diligence
His entire career, from PwC to Willett Advisors, has been focused on operational due diligence for alternative investments, indicating deep expertise in this area.
Family Office Investing
His current senior role at Willett Advisors, a prominent single-family office, places him at the center of investment strategies for ultra-high-net-worth individuals.
Economic Mobility
Volunteers with America Needs You, a non-profit dedicated to fighting for economic mobility for first-generation college students.

Media Appearances

Philip has no verified media appearances

Work History

2021
Vice President at Willett Advisors LLC
2019 - 2021
Alternative Investments Operational Due Diligence at Citi Private Bank
2012 - 2019
Hedge Fund Operational Due Diligence at EnTrust Global
2010 - 2012
Operational Due Diligence | Fund Accounting at Stamos Capital Partners, L.P.
2007 - 2010
Alternative Investments Assurance at PwC

Education

Master of Business Administration - MBA from Columbia Business School
Master of Accountancy (Financial Accounting) | Bachelor of Science (Accounting) from Rutgers University

More Information

Social Presence :

Prographics :

Exp : 19 Location : New York, New York, United States Job Level : Senior Designation : Vice President at Willett Advisors LLC
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Insights For Selling To Philip

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Philip is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Philip

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Philip move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Philip take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Philip

Personality Compatibility


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