David Phan Email & Phone Number
Head of Investment Publications @ Wells Fargo Advisors
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David Phan Location
- St. Louis, MO, US
David Phan Work
- 2026 -now Head of Investment Publications @
- 2024 -2026 Head of Product Marketing @
- 2022 -2024 Principal Product Manager @
- 2020 -2022 Manager of Product Marketing and Communications @
- 2017 -2020 Business Initiatives Consultant @
- 2014 -2017 Training Liaison @
- 2011 -2014 Internal Sales Training Coordinator @
- 2008 -2014 Internal Business Development Consultant @
- 2007 -2008 Currency and Commodities Trader @ MyForex Planet
- 2004 -2007 Property Manager @ Retail Shops at Horsepen
- 2005 -2007 Sales and Service Specialist and Professional Teller @
David Phan Education
- Virginia Commonwealth University - School of Business
Bachelor of Science (B.S.), Finance, General (Finance, General)
2001-2006
David Phan Skills
- Series 7
- Series 66
- Microsoft Excel
- PowerPoint
- Trading
- Banking
- Investments
- Customer Service
- Financial Advisory
- Microsoft Word
- Product Management
- Program Management
- Strategic Planning
- Creative Strategy
- Training & Development
- Project Management
- Marketing
- Microsoft Power BI
- Microsoft PowerPoint
- Microsoft Outlook
- Strategic Communications
- Internal & External Communications
David Phan Summary
- David Phan, based in St. Louis, MO, US, is currently a Head of Investment Publications at Wells Fargo Advisors. David Phan brings experience from previous roles at Wells Fargo Advisors. David Phan holds a 2001 - 2006 Bachelor of Science (B.S.), Finance, General in Finance, General @ Virginia Commonwealth University - School of Business. With a robust skill set that includes Series 7, Series 66, Microsoft Excel, PowerPoint, Trading and more. David Phan has 3 emails and 2 mobile phone numbers on RocketReach.
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