Tim Phan Email & Phone Number
Private Client Advisor @ J.P. Morgan
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Tim Phan Location
- Glendora, CA, US
Tim Phan Work
- 2026 -now Private Client Advisor @
- 2024 -2026 Sr Branch Manager @
- 2015 -2024 Branch Manager VP @
- 2011 -2015 Assistant Branch Manager AVP @
- 2005 -2011 Retail Store Manager @
Tim Phan Education
- The University of Arizona Global Campus
Bachelor of Arts (Human Resources Development)
2012-2014 - Rio Hondo College
Associate of Arts (A.A.) (Criminal Justice and Corrections)
2010-2011 - California State Polytechnic University-Pomona
(Business Administration and Management, General)
2002-2005 - Gabrielino High School 1998-2002
Tim Phan Skills
- Leadership
- Customer Experience
- Team Building
- Banking
- SAP
- Bonds
- Retail
- Windows Mobile
- Account Management
- Sales
- Cold Calling
- Customer Retention
- Annuities
- Sales Operations
- Mortgage Lending
- Team Leadership
- Finance
- Strategic Planning
- Talent Acquisition
- Financial Services
- Sales Management
- Equities
- Mutual Funds
- Talent Management
- Microsoft Office
- Team Mentoring
- Operations Management
- Marketing
- Credit
- Customer Service
- Financial Analysis
- Windows 7
- Taleo
- Management
- Project Management
- Coaching
- Coaching and Mentoring
- Retail Banking
- Microsoft Suites
- Loans
Tim Phan Summary
- Tim Phan, based in Glendora, CA, US, is currently a Private Client Advisor at J.P. Morgan. Tim Phan brings experience from previous roles at JPMorgan Chase & Co. and T-Mobile. Tim Phan holds a 2012 - 2014 Bachelor of Arts in Human Resources Development @ The University of Arizona Global Campus. With a robust skill set that includes Leadership, Customer Experience, Team Building, Banking, SAP and more. Tim Phan has 7 emails and 12 mobile phone numbers on RocketReach.
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