Tom Phan Location
Denver, Colorado, United States
Tom Phan Work
- 2018 - now Senior Investment Associate @ HUB International
- 2017 - 2018 Operations Manager and Investment Specialist @ Financial Services Company
- 2015 - 2015 Financial Advice Sales Consultant @ Financial Services Company
- 2013 - 2015 Compliance Analyst @ Financial Services Company
- 2013 - 2014 Managed Accounts Service Specialist Ii @ Financial Services Company
- 2010 - 2012 Financial Advisor @ Financial Services Company
Tom Phan Education
- University of Minnesota
Bachelors (Economics, Finance)
2005 - 2010
Tom Phan Skills
- SQL
- Financial Risk
- Leadership
- Finance
- Customer Service
- Series 7
- Sales
- Microsoft Excel
- 2017 Level 3 Cfa Candidate
- AML
Tom Phan Summary
Tom Phan, based in Denver, Colorado, United States, is currently a Senior Investment Associate at Hub International. Tom Phan brings experience from previous roles at Ameriprise Financial Services, Inc.. Tom Phan holds a 2005 - 2010 Bachelors in Economics, Finance @ University of Minnesota. With a robust skill set that includes SQL, Financial Risk, Leadership, Finance, Customer Service and more. Tom Phan has 5 emails on RocketReach.
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