Phan le Location
- Houston, TX, US
Phan le Work
- 2024 - now Office Coordinator @
- 2024 - 2024 Field Agent @
- 2022 - 2024 Operations Specialist and Sales Support @
- 2020 - 2022 Assistant Store Manager @
- 2019 - 2020 Center Manager II @
- 2018 - 2019 Assistant Store Manager @
- 2017 - 2018 Team Lead @
- 2016 - 2017 Agency Producer - Commercial Insurance Specialist @
- 2016 - 2016 Operations Manager and Financial Advisor @
- 2015 - 2016 Agent @
- 2013 - 2015 Client Representative Supervisor (Acting Manager) @
- 2009 - 2013 Teller Manager @
- 2008 - 2009 Teller Supervisor @
- 2006 - 2008 Teller @
Phan le Education
- Northeastern Illinois University
Bachelor of Business Administration (BBA) (Business, Management, Marketing, and Related Support Services)
2004 - 2009 - Amundsen High School
HS Diploma (General Education)
2000 - 2004
Phan le Skills
- 401k Rollovers
- Account Management
- Life Insurance
- Term Life Insurance
- Retirement Planning
- Small Business
- Succession Planning
- Wealth Preservation Planning
- Retirement Income Strategies
- Estate Planning
- Income Protection
- Charitable Giving
- Sales
- Customer Service
- Banking
- Finance
- Financial Services
- Strategic Planning
- Microsoft Office
- Team Building
- Leadership
- Microsoft Word
- Training
- Editing
Phan le Summary
- Phan le, based in Houston, TX, US, is currently a Office Coordinator at Z-Co. Phan le brings experience from previous roles at Excess Telecom, David Yurman and FedEx Office. Phan le holds a 2004 - 2009 Bachelor of Business Administration (BBA) in Business, Management, Marketing, and Related Support Services @ Northeastern Illinois University. With a robust skill set that includes 401k Rollovers, Account Management, Life Insurance, Term Life Insurance, Retirement Planning and more. Phan le has 1 mobile phone numbers on RocketReach.
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