David Phan Email and Phone Number
David Phan work email
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David Phan personal email
David Phan phone numbers
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
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
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Head Of Product MarketingWells Fargo Advisors Jul 2024 - PresentSt Louis, Missouri, United States
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Principal Product ManagerWells Fargo Advisors Jan 2022 - Jul 2024St Louis, Missouri, United States
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Manager Of Product Marketing & CommunicationsWells Fargo Advisors Jan 2020 - Jan 2022Greater St. Louis Area
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Business Initiatives ConsultantWells Fargo Advisors Apr 2017 - Jan 2020Greater St. Louis Area
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Training LiaisonWells Fargo Advisors Feb 2014 - Apr 2017Greater St. Louis Area- 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 presentation and marketing materials including broad-based and executive level
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Internal Sales Training CoordinatorWells Fargo Advisors Jul 2011 - Feb 2014Greater St. Louis Area- 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 as an Internal Business Development Consultant
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Internal Business Development ConsultantWells Fargo Advisors Jun 2008 - Feb 2014Greater St. Louis Area- 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
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Currency & Commodities TraderMyforex Planet Mar 2007 - May 2008Orange County, California Area-Provided investment advice to risk-averse clientele-Performed daily trades of different currency pairings-Evaluated and analyzed market conditions for investment decisions
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Property ManagerRetail Shops At Horsepen Apr 2004 - May 2007Richmond, Virginia Area-Collected monthly rent from commercial property-Addressed tenant concerns and complaints including repairs-Maintained & delivered monthly financial summaries for property owner
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Sales & Service Specialist/Professional TellerBank Of America Jul 2005 - Mar 2007Richmond, Virginia Area-Provided customer service to clients of the bank-Processed daily debit & credit transactions-Opened various accounts & prospected additional potential business
David Phan Skills
David Phan Education Details
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Finance, General
Frequently Asked Questions about David Phan
What company does David Phan work for?
David Phan works for Wells Fargo Advisors
What is David Phan's role at the current company?
David Phan's current role is Executive Director, Head of Product & Portfolio Publications at Wells Fargo Advisors.
What is David Phan's email address?
David Phan's email address is da****@****sec.com
What is David Phan's direct phone number?
David Phan's direct phone number is +131487*****
What schools did David Phan attend?
David Phan attended Virginia Commonwealth University - School Of Business.
What skills is David Phan known for?
David Phan has skills like Series 7, Investments, Customer Service, Trading, Banking, Microsoft Excel, Series 66, Powerpoint.
Who are David Phan's colleagues?
David Phan's colleagues are Douglas Haskin, Crps®, Luis Cabral, Bryant Nelson, Bob Leininger, Patrick Harry, Jeff Etter, Jhong Lee.
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