Sally Phan Email & Phone Number
AVP, Financial Solution Advisor II @ Merrill Lynch
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Sally Phan Location
- Fremont, CA, US
Sally Phan Work
- AVP, Financial Solution Advisor II @ (June 2026 - Present)
- Financial Solution Advisor I @ (August 2024 - Present)
- Assistant Vice President @ (January 2024 - August 2024)
- Private Client Banker @ (April 2023 - March 2024)
- Relationship Banker @ (October 2022 - September 2023)
- Associate Banker @ (June 2021 - October 2022)
- Flight Attendant @ (March 2014 - March 2019)
Sally Phan Education
- Ho Chi Minh City University of Technology
Bachelor of Business Administration - BBA (Accounting and Finance)
- Mission College
Associate of Science - AS (Finance)
Sally Phan Skills
- 63 Licenses
- Affluent
- Attention to Detail
- Background Checks
- Bank Account Maintenance
- Benefits Management
- Branch Management
- Business Strategy
- Client Relations
- Client Services
- Coaching
- Commercial Lending
- Communication
- Communication Training
- Critical Thinking
- Customer Contact
- Customer Service
- Customer Service Management
- Customer Support
- Employee Training
- Exceed Sales Goals
- FINRA
- Financial Planning
- Financial Regulation
- Financial Responsibilities
- Insurance
- Internal Audits
- Interpersonal Skills
- Investment Strategies
- Investments
- KYC Verification
- Overdrafts
- Presentations
- Private Banking
- Product Knowledge
- Relationship Building
- Sales Management
- Sales Planning
- Screening
- Teamwork
- Technical Proficiency
- Thinking Skills
- Uniform Combined State Law
Sally Phan Summary
- Sally Phan, based in Fremont, CA, US, is currently a AVP, Financial Solution Advisor II at Merrill Lynch. Sally Phan brings experience from previous roles at Merrill Lynch and Chase. Sally Phan holds a Bachelor of Business Administration - BBA in Accounting and Finance @ Ho Chi Minh City University of Technology. With a robust skill set that includes 63 Licenses, Affluent, Attention to Detail, Background Checks, Bank Account Maintenance and more. Sally Phan has 1 mobile phone numbers on RocketReach.
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