Financial Planner Investment and Retirement Planning @ BMO
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Tom Phan Location
London, ON, CA
Tom Phan Work
2021 -
now Financial Planner Investment and Retirement Planning @
2020 -
2021 Private Banking Officer @
2016 -
2020 Financial Services Manager @
2018 -
2018 Assistant Branch Manager @
2012 -
2017 Server @ Sushi Galore
2015 -
2016 Senior Customer Service Representative @
2014 -
2015 Customer Service Representative @
2014 -
2014 Sales Representative @
Tom Phan Education
Fanshawe College
(Business Finance)
2013
-
2015
Tom Phan Skills
Microsoft Excel
Microsoft Office
PowerPoint
Microsoft Word
Customer Service
Teamwork
Sales
Cashiering
Social Networking
Communication
Time Management
Finance
Telephone Skills
Data Entry
Leadership
Public Speaking
Social Media
Research
Financial Services
Tom Phan Summary
Tom Phan, based in London, ON, CA, is currently a Financial Planner Investment and Retirement Planning at BMO Financial Group. Tom Phan brings experience from previous roles at BMO Private Banking, BMO Financial Group and Sushi Galore. Tom Phan holds a 2013 - 2015 Fanshawe College. With a robust skill set that includes Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service and more. Tom Phan has 1 emails on RocketReach.
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