Client Service Specialist I @ (July 2025 - November 2025)
High Net Worth Associate @ (February 2025 - July 2025)
Customer Relationship Advocate @ (January 2024 - February 2025)
Rising Senior @ (May 2023 - February 2024)
Store Associate @ (November 2020 - June 2023)
Sales Representative @ (June 2020 - January 2021)
Service Ambassador @ (September 2018 - August 2020)
Kenny Phan Education
The University of Texas at Arlington
Bachelor of Business Administration - BBA (Finance and Economics)
2020-2023
Kenny Phan Skills
Consulting
Executive Presentations
External and Internal Firm Analysis
Financial Understanding
Proposal Writing
Report Writing
Strategic Consulting
Kenny Phan Summary
Kenny Phan, based in Carrollton, TX, US, is currently a Investment Operations Analyst at Fidelity Investments. Kenny Phan brings experience from previous roles at Fidelity Investments. Kenny Phan holds a 2020 - 2023 Bachelor of Business Administration - BBA in Finance and Economics @ The University of Texas at Arlington. With a robust skill set that includes Consulting, Executive Presentations, External and Internal Firm Analysis, Financial Understanding, Proposal Writing and more. Kenny Phan has 1 emails and 2 mobile phone numbers on RocketReach.
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