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Bryan Pham Location
Philadelphia, PA, US
Bryan Pham Work
Head of Institutional Sales @ (July 2023 - Present)
Advisory Board Member @ (February 2021 - Present)
Vice President @ (September 2022 - July 2023)
Vice President @ Clarus (October 2020 - September 2022)
Vice President of Business Development @ (April 2018 - October 2020)
Investment Associate @ (July 2016 - April 2018)
Wealth Management Associate @ (August 2015 - July 2016)
Analyst @ (June 2013 - July 2015)
Junior Analyst @ (August 2011 - May 2012)
Junior Investment Advisor @ (September 2010 - April 2011)
Junior Operational Accountant @ (September 2009 - March 2010)
Bryan Pham Education
Drexel University's LeBow College of Business
Bachelor of Science in Business Adminstration (Dual Concentration in Finance and Marketing)
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 Bachelor of Science in Business Adminstration in Dual Concentration in Finance and Marketing @ Drexel University's 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 3 mobile phone numbers on RocketReach.
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