Associate Private Banker
Current
Oct 2024 - Present
AeroLeads people directory · profile
Duc Phan Email & Phone Number
Financial Services Industry Professional
at
Morgan Stanley
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Services Industry Professional
Location
San Jose, California, United States
Company size
Who is Duc Phan? Overview
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Quick answer
Duc Phan is listed as Financial Services Industry Professional at Morgan Stanley, a company with 78669 employees, based in San Jose, California, United States. AeroLeads shows a matched LinkedIn profile for Duc Phan.
Duc Phan previously worked as Associate Private Banker at Morgan Stanley and Financial Center Manager at Bank Of America. Duc Phan holds Bachelor Of Science (Bs), Business, Management, Marketing, And Related Support Services from California State University-Hayward.
Company email context
Email format at Morgan Stanley
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Morgan Stanley
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Profile bio
About Duc Phan
Duc Phan is a Financial Services Industry Professional at Morgan Stanley. He is proficient in Vietnamese.
Current workplace
Duc Phan's current company
Company context helps verify the profile and gives searchers a useful next step.
Morgan Stanley
8 roles
Duc Phan work experience
A career timeline built from the work history available for this profile.
Financial Center Manager
Nov 2022 - Oct 2024
Loan Consultant
Jan 2021 - Nov 2022
Home Lending Officer
Jul 2018 - Jan 2021
Home Mortgage Consultant
Jul 2014 - Jun 2018
Loan Officer
Apr 2014 - Jul 2014
Senior Vice President - Home Loans Retail Sales Manager
Opened a new Home Loans Branch for Bank of America in the South San Francisco/Daly City area in January of 2013 and assisted Home Loans Manager in growing team to 14 productive Mortgage Loan Officers.
Jan 2013 - Mar 2014
Senior Vice President - Consumer Market Manager
Managed teams of 13 - 17 banking centers with top ranking success year over year. Emphasis on driving quality revenue through relationship deepening and operational integrity allowed for an environment where success continued to breed success. The accomplishment I am most proud of in this role are the +20 individuals who were promoted into management and.
Apr 2008 - Jan 2013
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
SF
Sheila Feeney
Colleague at Morgan Stanley
Boston, Massachusetts, United States, United States
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MK
M Kishore
Colleague at Morgan Stanley
Bangalore Urban District, India, India
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FA
Franzblau, Audrey
Colleague at Morgan Stanley
Montclair, New Jersey, United States, United States
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CI
Charles Ide
Colleague at Morgan Stanley
Toledo, Ohio, United States, United States
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SN
Shannon Nichols
Colleague at Morgan Stanley
Greater St. Louis, United States
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HA
Harsh Ajmera
Colleague at Morgan Stanley
Mumbai, Maharashtra, India, India
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SS
Shafique Shaikh
Colleague at Morgan Stanley
Mumbai, Maharashtra, India, India
View →
CH
Camille Hack
Colleague at Morgan Stanley
Hayward, California, United States, United States
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WM
Winnie Mathonsi
Colleague at Morgan Stanley
Budapest, Budapest, Hungary, Hungary
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JS
Jessica Spondouris
Colleague at Morgan Stanley
Greater Chicago Area, United States
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Sheila Feeney
Colleague at Morgan Stanley
Boston, Massachusetts, United States, United States
View →
MK
M Kishore
Colleague at Morgan Stanley
Bangalore Urban District, India, India
View →
FA
Franzblau, Audrey
Colleague at Morgan Stanley
Montclair, New Jersey, United States, United States
View →
CI
Charles Ide
Colleague at Morgan Stanley
Toledo, Ohio, United States, United States
View →
SN
Shannon Nichols
Colleague at Morgan Stanley
Greater St. Louis, United States
View →
HA
Harsh Ajmera
Colleague at Morgan Stanley
Mumbai, Maharashtra, India, India
View →
SS
Shafique Shaikh
Colleague at Morgan Stanley
Mumbai, Maharashtra, India, India
View →
CH
Camille Hack
Colleague at Morgan Stanley
Hayward, California, United States, United States
View →
WM
Winnie Mathonsi
Colleague at Morgan Stanley
Budapest, Budapest, Hungary, Hungary
View →
JS
Jessica Spondouris
Colleague at Morgan Stanley
Greater Chicago Area, United States
View →
2 education records
Duc Phan education
Bachelor Of Science (Bs), Business, Management, Marketing, And Related Support Services
Education record
FAQ
Frequently asked questions about Duc Phan
Quick answers generated from the profile data available on this page.
What company does Duc Phan work for?
Duc Phan works for Morgan Stanley.
What is Duc Phan's role at Morgan Stanley?
Duc Phan is listed as Financial Services Industry Professional at Morgan Stanley.
Where is Duc Phan based?
Duc Phan is based in San Jose, California, United States while working with Morgan Stanley.
What companies has Duc Phan worked for?
Duc Phan has worked for Morgan Stanley, Bank Of America, Loandepot, Citi, and Wells Fargo.
Who are Duc Phan's colleagues at Morgan Stanley?
Duc Phan's colleagues at Morgan Stanley include Sheila Feeney, M Kishore, Franzblau, Audrey, Charles Ide, and Shannon Nichols.
How can I contact Duc Phan?
You can use AeroLeads to view verified contact signals for Duc Phan at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Duc Phan attend?
Duc Phan holds Bachelor Of Science (Bs), Business, Management, Marketing, And Related Support Services from California State University-Hayward.
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