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Lisa Phan Location
New York, NY, US
Lisa Phan Work
Director @ (March 2017 - Present)
Associate @ (July 2011 - July 2016)
Intern @ (April 2010 - January 2011)
Lisa Phan Education
NYU Stern School of Business
Bachelor of Science (B.S.) (Finance, General)
2007-2011
Lisa Phan Skills
Asset Management
Bloomberg
Capital Markets
Corporate Finance
Derivatives
Equities
Equity Derivatives
Finance
Financial Analysis
Financial Modeling
Fixed Income
Hedge Funds
Investments
Microsoft Excel
Microsoft Office
Portfolio Management
PowerPoint
Research
Trading
Valuation
Lisa Phan Summary
Lisa Phan, based in New York, NY, US, is currently a Director at Wells Fargo. Lisa Phan brings experience from previous roles at Nomura and Sumitomo Mitsui Trust Bank. Lisa Phan holds a 2007 - 2011 Bachelor of Science (B.S.) in Finance, General @ NYU Stern School of Business. With a robust skill set that includes Asset Management, Bloomberg, Capital Markets, Corporate Finance, Derivatives and more. Lisa Phan has 1 emails and 1 mobile phone numbers on RocketReach.
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