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Tom Phan Location
Denver, CO, US
Tom Phan Work
2018 -now Vice President of Investment Strategy @
2015 -2018 Operations and Financial Planning Director @
2015 -2015 Financial Planning Consultant @
2013 -2015 Compliance Analyst @
2011 -2013 Sr Managed Accounts Professional @
2010 -2011 Financial Advisor @
Tom Phan Education
University of Minnesota
Bachelor of Science - BS (Finance and Economics)
2005-2010
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 and Ameriprise Financial Services, Inc.. Tom Phan holds a 2005 - 2010 Bachelor of Science - BS in Finance and Economics @ University of Minnesota. Tom Phan has 2 emails and 3 mobile phone numbers on RocketReach.
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