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T. Phan Location
Phoenix, AZ, US
T. Phan Work
Managing Partner and Pension Consultant @ (September 1997 - Present)
Regional Sales Director @ AUL Retirement Services (October 2000 - December 2006)
Pension Sales Representative @ The Guardian (June 1997 - October 2000)
District Manager, Senior Sales Representative, Registered Sales Representative @ Fortis Investors (May 1995 - June 1997)
T. Phan Education
Purdue University 1991-1995
T. Phan Skills
Investments
401k
Retirement
Pensions
Mutual Funds
Insurance
Retirement Planning
Annuities
Series 6
Series 63
Financial Planning
Securities
Profit Sharing
Employee Benefits
Retirement Services
Financial Services
Life Insurance
T. Phan Summary
T. Phan, based in Phoenix, AZ, US, is currently a Managing Partner and Pension Consultant at FinancialFocus Retirement Plan Services. T. Phan brings experience from previous roles at AUL Retirement Services, The Guardian and Fortis Investors. T. Phan holds a 1991 - 1995 Purdue University. With a robust skill set that includes Investments, 401k, Retirement, Pensions, Mutual Funds and more. T. Phan has 1 emails and 1 mobile phone numbers on RocketReach.
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