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
- Head of Investment Publications @ (February 2026 - Present)
- Head of Product Marketing @ (July 2024 - February 2026)
- Principal Product Manager @ (January 2022 - July 2024)
- Manager of Product Marketing and Communications @ (January 2020 - January 2022)
- Business Initiatives Consultant @ (April 2017 - January 2020)
- Training Liaison @ (February 2014 - April 2017)
- Internal Sales Training Coordinator @ (July 2011 - February 2014)
- Internal Business Development Consultant @ (June 2008 - February 2014)
- Currency and Commodities Trader @ MyForex Planet (March 2007 - May 2008)
- Property Manager @ Retail Shops at Horsepen (April 2004 - May 2007)
- Sales and Service Specialist and Professional Teller @ (July 2005 - March 2007)
David Phan Education
- Virginia Commonwealth University - School of Business
Bachelor of Science (B.S.) (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.) 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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