Khanh Phan Email & Phone Number
Senior Marketing Director @ World Financial Group (WFG)
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Khanh Phan Location
- Irvine, CA, US
Khanh Phan Work
- 2017 -now Senior Marketing Director @
- 2008 -now Senior Consultant @ Raftelis Financial Consultants, Inc.
- 2004 -2008 Chemist @
Khanh Phan Education
- California State University-Los Angeles
MBA (Finance)
2005-2007 - University of California, Berkeley
Bachelor of Science (BS) (Chemical Engineering)
1999-2003
Khanh Phan Skills
- Financial Education
- Strategic Financial Planning
- Building New Business
- Financial Planning
- Financial Analysis
- Financial Modeling
- Strategic Planning
- Sales
- Financial Services
- Life Insurance
- Retirement Planning
- Risk Management
- Risk Assessment
- Excel
- Team Building
- Leadership
- Management
- Customer Service
- Tax-advantaged Investment Strategies
- Franchise building
- Microsoft Excel
Khanh Phan Summary
- Khanh Phan, based in Irvine, CA, US, is currently a Senior Marketing Director at World Financial Group (WFG). Khanh Phan brings experience from previous roles at Raftelis Financial Consultants, Inc. and Avery Dennison. Khanh Phan holds a 2005 - 2007 MBA in Finance @ California State University-Los Angeles. With a robust skill set that includes Financial Education, Strategic Financial Planning, Building New Business, Financial Planning, Financial Analysis and more. Khanh Phan has 4 emails and 4 mobile phone numbers on RocketReach.
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