Tony Phan Email & Phone Number
Managing Director @ Evercore
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Tony Phan Location
- Houston, TX, US
Tony Phan Work
- Managing Director @ (March 2026 - Present)
- Vice President @ (December 2021 - March 2026)
- Vice President, Investment Banking @ (January 2021 - December 2021)
- Investment Banking Associate @ (July 2017 - January 2021)
- Investment Banking Analyst @ (November 2014 - June 2017)
- Investment Banking Analyst @ (April 2014 - November 2014)
- Auditor and Accountant (Senior Associate) @ (October 2011 - April 2014)
Tony Phan Education
- CFA Institute
Chartered Financial Analyst Charterholder
2014-2016 - CA School of Business
Chartered Accountant designation
2011-2013 - University of Alberta
Bachelor's Degree in Commerce with Distinction (BComm. with Distinction, Accounting major)
2007-2011
Tony Phan Skills
- Accounting
- Auditing
- Data Analysis
- Financial Analysis
- Financial Reporting
- IFRS
- Financial Modeling
- Microsoft Excel
- PowerPoint
- Internal Controls
- Microsoft Office
- Forecasting
- Finance
- Assurance
- Analysis
- Team Leadership
- Sarbanes-Oxley Act
- Tax
Tony Phan Summary
- Tony Phan, based in Houston, TX, US, is currently a Managing Director at Evercore. Tony Phan brings experience from previous roles at Evercore and Credit Suisse. Tony Phan holds a 2014 - 2016 Chartered Financial Analyst Charterholder @ CFA Institute. With a robust skill set that includes Accounting, Auditing, Data Analysis, Financial Analysis, Financial Reporting and more. Tony Phan has 2 emails and 1 mobile phone numbers on RocketReach.
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