Daniel Phan
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Daniel Phan Email & Phone Number

Private Wealth Adviser at River X at River X
Location: Greater Sydney Area, Australia, Australia 6 work roles 2 schools
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Current company
Role
Private Wealth Adviser at River X
Location
Greater Sydney Area, Australia, Australia

Who is Daniel Phan? Overview

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Quick answer

Daniel Phan is listed as Private Wealth Adviser at River X at River X, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Daniel Phan.

Daniel Phan previously worked as Adviser | Private Wealth at River X and Head Of Crypto at Private - Wealth Advisers - Sydney. Daniel Phan holds Bachelor Of Commerce (B.Com.), Finance from Unsw.

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Email format at River X

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River X

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Profile bio

About Daniel Phan

Daniel Phan is a Private Wealth Adviser at River X at River X. They is proficient in Vietnamese.

Current workplace

Daniel Phan's current company

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River X
River X
Private Wealth Adviser at River X
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6 roles

Daniel Phan work experience

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Adviser | Private Wealth

Current

Sydney, New South Wales, Australia

River Investment Management is an independant wealth management firm which serves as the home team for wholesale investors and corporate clients. Our clients include high-net-worth individuals, charities, non-for-profits, foundations, trusts, family offices, superannuation funds and institutions, providing a more personal and modern alternative to big.

Nov 2023 - Present

Head Of Crypto

Private - Wealth Advisers - Sydney

Sydney, New South Wales, Australia

May 2022 - Aug 2023

Equities Adviser

Private - Wealth Advisers - Sydney

Sydney, Australia

Jun 2019 - Aug 2023

Investment Consultant

Bt
Aug 2016 - Jul 2017

Equities Associate

Sydney, Australia

Mar 2015 - Jul 2016
2 education records

Daniel Phan education

Bachelor Of Commerce (B.Com.), Finance

Activities and Societies: UNSW Young Entrepreneurs Society - Publications Director UNSW Business Society

FAQ

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What company does Daniel Phan work for?

Daniel Phan works for River X.

What is Daniel Phan's role at River X?

Daniel Phan is listed as Private Wealth Adviser at River X at River X.

Where is Daniel Phan based?

Daniel Phan is based in Greater Sydney Area, Australia, Australia while working with River X.

What companies has Daniel Phan worked for?

Daniel Phan has worked for River X, Private - Wealth Advisers - Sydney, Monex Securities Australia, Bt, and Commsec.

How can I contact Daniel Phan?

You can use AeroLeads to view verified contact signals for Daniel Phan at River X, including work email, phone, and LinkedIn data when available.

What schools did Daniel Phan attend?

Daniel Phan holds Bachelor Of Commerce (B.Com.), Finance from Unsw.

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