Head Of Product Marketing
Current
Jul 2024 - Present
AeroLeads people directory · profile
David Phan Email & Phone Number
Executive Director, Head of Product & Portfolio Publications at Wells Fargo Advisors
at
Wells Fargo Advisors
1 work email found
@wellsfargoadvisors.com
2 phones found area 314
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive Director, Head of Product & Portfolio Publications at Wells Fargo Advisors
Location
St Louis, Missouri, United States
Company size
Who is David Phan? Overview
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Quick answer
David Phan is listed as Executive Director, Head of Product & Portfolio Publications at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for David Phan.
David Phan previously worked as Head of Product Marketing at Wells Fargo Advisors and Principal Product Manager at Wells Fargo Advisors. David Phan holds Bachelor Of Science (B.S.), Finance, General from Virginia Commonwealth University - School Of Business.
Company email context
Email format at Wells Fargo Advisors
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{first}.{last}@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for David Phan. Compare company email patterns before reaching out.
Profile bio
About David Phan
I lead a team responsible for all product & portfolio publications at Wells Fargo Advisors. We are responsible for how we communicate our products & investment portfolios to current and prospective clients, financial advisors, and key partners. My team consults on strategic product communication plans, develops presentation collateral, aggregates and analyzes data, and supports other marketing related activities. We do this by collaborating with product managers, strategic relationships, field productivity, risk and compliance, and other key stakeholders.My professional background has afforded me opportunities to work directly with clients and their portfolios; consult on products, services, resources, tools, and technology; develop, coordinate, and deliver training programs; ideate, curate, and create high profile presentations; and establish and execute on project plans. My wife and I grew up in Richmond, VA and migrated to St. Louis, MO in 2008 after college (with a short stint in Southern California in between). We have a seven-year old daughter named Nora and five-year old son named Avery along with our nine-year old Labradoodle. My weekends are typically spent with my family around town enjoying all that St. Louis has to offer including the St. Louis Zoo, museums, parks, events, etc. We also enjoy traveling (to visit our families and/or to get away) and giving back to the community when we are able through charities, local events, and volunteerism. Specialties: Series 7 Certified; Series 66 Certified; Series 24 Certified; Proficient in MS Word, Excel, Powerpoint, SharePoint Designer, InfoPath, PowerBI, Salesforce, SquareSpace
Listed skills include Series 7, Investments, Customer Service, Trading, and 4 others.
Current workplace
David Phan's current company
Company context helps verify the profile and gives searchers a useful next step.
Wells Fargo Advisors
10 roles
David Phan work experience
A career timeline built from the work history available for this profile.
Principal Product Manager
Jan 2022 - Jul 2024
Manager Of Product Marketing & Communications
Jan 2020 - Jan 2022
Business Initiatives Consultant
Apr 2017 - Jan 2020
Training Liaison
- Responsible for the onboarding program and ongoing training for 130+ team members - Develop, coordinate, and execute on training initiatives for the Business Development Group- Partner with 16 managers to identify areas of focus for their direct reports and create short-term/long-term project plans to address those needs- Responsible for developing.
Feb 2014 - Apr 2017
Internal Sales Training Coordinator
- Lead trainer for various internal systems and programs- Coordinate workshops relevant to solidify Internal Sales base of knowledge on programs, productivity tools, and firm goals- Evaluate opportunities for individual and team improvement and develop necessary next steps to build efficiency and advancement of the whole- Maintain current responsibilities.
Jul 2011 - Feb 2014
Internal Business Development Consultant
- Maintain relationships with 500+ financial advisors & managers in Georgia Territory- Take inbound & initiate outbound calls based on firm initiatives & financial advisor questions- Exhibit extensive knowledge of bank and securities products & help address client needs- Analyze & evaluate opportunities for financial advisor business development
Jun 2008 - Feb 2014
Currency & Commodities Trader
Myforex Planet
-Provided investment advice to risk-averse clientele-Performed daily trades of different currency pairings-Evaluated and analyzed market conditions for investment decisions
Mar 2007 - May 2008
Property Manager
Retail Shops At Horsepen
-Collected monthly rent from commercial property-Addressed tenant concerns and complaints including repairs-Maintained & delivered monthly financial summaries for property owner
Apr 2004 - May 2007
Sales & Service Specialist/Professional Teller
-Provided customer service to clients of the bank-Processed daily debit & credit transactions-Opened various accounts & prospected additional potential business
Jul 2005 - Mar 2007
Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
CL
Chad L. Driewer
Colleague at Wells Fargo AdvisorsJackson, Wyoming, United States, United States
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ME
Michael Edelson
Colleague at Wells Fargo AdvisorsAtlanta Metropolitan Area, United States
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SM
Shelly Martin
Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States, United States
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SH
Shanna Hergenrider
Colleague at Wells Fargo AdvisorsBrighton, Colorado, United States, United States
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MP
Melanie Purvis Purvis
Colleague at Wells Fargo AdvisorsGulf Shores, Alabama, United States, United States
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RV
Rodney Vucenich
Colleague at Wells Fargo AdvisorsGreater Minneapolis-St. Paul Area, United States
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KH
Kenneth Harb
Colleague at Wells Fargo AdvisorsFarmington, Michigan, United States, United States
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KR
Kyle Radley
Colleague at Wells Fargo AdvisorsWaltham, Massachusetts, United States, United States
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SP
Sherri Prescott
Colleague at Wells Fargo AdvisorsLinwood, New Jersey, United States, United States
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DH
Daniel Hesch
Colleague at Wells Fargo AdvisorsIndianapolis, Indiana, United States, United States
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Chad L. Driewer
Colleague at Wells Fargo AdvisorsJackson, Wyoming, United States, United States
View →
ME
Michael Edelson
Colleague at Wells Fargo AdvisorsAtlanta Metropolitan Area, United States
View →
SM
Shelly Martin
Colleague at Wells Fargo AdvisorsSt Louis, Missouri, United States, United States
View →
SH
Shanna Hergenrider
Colleague at Wells Fargo AdvisorsBrighton, Colorado, United States, United States
View →
MP
Melanie Purvis Purvis
Colleague at Wells Fargo AdvisorsGulf Shores, Alabama, United States, United States
View →
RV
Rodney Vucenich
Colleague at Wells Fargo AdvisorsGreater Minneapolis-St. Paul Area, United States
View →
KH
Kenneth Harb
Colleague at Wells Fargo AdvisorsFarmington, Michigan, United States, United States
View →
KR
Kyle Radley
Colleague at Wells Fargo AdvisorsWaltham, Massachusetts, United States, United States
View →
SP
Sherri Prescott
Colleague at Wells Fargo AdvisorsLinwood, New Jersey, United States, United States
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DH
Daniel Hesch
Colleague at Wells Fargo AdvisorsIndianapolis, Indiana, United States, United States
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1 education record
David Phan education
FAQ
Frequently asked questions about David Phan
Quick answers generated from the profile data available on this page.
What company does David Phan work for?
David Phan works for Wells Fargo Advisors.
What is David Phan's role at Wells Fargo Advisors?
David Phan is listed as Executive Director, Head of Product & Portfolio Publications at Wells Fargo Advisors at Wells Fargo Advisors.
What is David Phan's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for David Phan at Wells Fargo Advisors.
What is David Phan's phone number?
AeroLeads has found 2 phone signal(s) with area code 314 for David Phan at Wells Fargo Advisors.
Where is David Phan based?
David Phan is based in St Louis, Missouri, United States while working with Wells Fargo Advisors.
What companies has David Phan worked for?
David Phan has worked for Wells Fargo Advisors, Myforex Planet, Retail Shops At Horsepen, and Bank Of America.
Who are David Phan's colleagues at Wells Fargo Advisors?
David Phan's colleagues at Wells Fargo Advisors include Chad L. Driewer, Michael Edelson, Shelly Martin, Shanna Hergenrider, and Melanie Purvis Purvis.
How can I contact David Phan?
You can use AeroLeads to view verified contact signals for David Phan at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did David Phan attend?
David Phan holds Bachelor Of Science (B.S.), Finance, General from Virginia Commonwealth University - School Of Business.
What skills is David Phan known for?
David Phan is listed with skills including Series 7, Investments, Customer Service, Trading, Banking, Microsoft Excel, Series 66, and Powerpoint.
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