2018 -
2020 Vice President of Business Development @
2016 -
2018 Investment Associate @
2015 -
2016 Wealth Management Associate @
2013 -
2015 Analyst @
2011 -
2012 Junior Analyst @
2010 -
2011 Junior Investment Advisor @
2009 -
2010 Junior Operational Accountant @
Bryan Pham Education
Drexel University - LeBow College of Business
Passed Level I of the CFA Program
Bryan Pham Skills
Hold Series 7
Bloomberg Terminal
Microsoft Office
Financial Analysis
Microsoft Excel
Mutual Funds
Finance
Morningstar
Advent
Portfolio Management
Client Communication
Bloomberg
Strategic Planning
ThomsonOne
Hold Series 66
Alternative Investments
Business Development
Investor Relations
HubSpot
Customer Relationship Management (CRM)
Sales Presentations
Sales & Marketing
Customer Relationship Management Crm
Sales and Marketing
Project Management
Customer Relationship Management
Bryan Pham Summary
Bryan Pham, based in Philadelphia, PA, US, is currently a Head of Institutional Sales at Percent. Bryan Pham brings experience from previous roles at Drexel University's LeBow College of Business, 10 East, CLARUS and Ardenton Capital. Bryan Pham holds a Drexel University - LeBow College of Business. With a robust skill set that includes Hold Series 7, Bloomberg Terminal, Microsoft Office, Financial Analysis, Microsoft Excel and more. Bryan Pham has 2 emails and 2 mobile phone numbers on RocketReach.
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