Tom Phan Email & Phone Number
Vice President of Investment Strategy @ HUB International
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Tom Phan Location
- Denver, CO, US
Tom Phan Work
- Vice President of Investment Strategy @ (September 2018 - Present)
- Operations and Financial Planning Director @ (August 2015 - July 2018)
- Financial Planning Consultant @ (January 2015 - August 2015)
- Compliance Analyst @ (December 2013 - August 2015)
- Sr Managed Accounts Professional @ (June 2011 - December 2013)
- Financial Advisor @ (June 2010 - June 2011)
Tom Phan Education
- University of Minnesota
Bachelor of Science - BS (Finance and Economics)
2005-2010
Tom Phan Skills
- Asset Management
- Bloomberg Terminal
- Business Development
- Business Process Improvement
- Business Strategy
- CFA
- Capital Markets
- Cash Flow Management
- Communication
- Customer Service
- Data Analytics
- Decision-Making
- Derivatives
- Due Diligence
- Equities
- Estate Planning
- FINRA
- Finance
- Financial Accounting
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Planning
- Financial Risk
- Financial Services
- Fixed Income
- High Net Worth Individuals
- Insurance
- Investment Advisory
- Investment Management
- Investments
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Morningstar
- Mutual Funds
- Operations Management
- Orion
- Portfolio Management
- Project Management
- RIAs
- Relationship Building
- Retirement Planning
- Risk Management
- Sales
- Sentieo
- Series 7
- Tax
- Wealth Management
Tom Phan Summary
- Tom Phan, based in Denver, CO, US, is currently a Vice President of Investment Strategy at HUB International. Tom Phan brings experience from previous roles at Ameriprise Financial Services, LLC. Tom Phan holds a 2005 - 2010 Bachelor of Science - BS in Finance and Economics @ University of Minnesota. With a robust skill set that includes Asset Management, Bloomberg Terminal, Business Development, Business Process Improvement, Business Strategy and more. Tom Phan has 4 emails and 3 mobile phone numbers on RocketReach.
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