Associate Private Banker
Current
Oct 2024 - Present
AeroLeads people directory · profile
Duc Phan Email & Phone Number
Associate Private Banker
at
Morgan Stanley
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Private Banker
Location
San Jose, California, United States
Company size
Who is Duc Phan? Overview
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Quick answer
Duc Phan is listed as Associate Private Banker at Morgan Stanley, a with 78669 employees, based in San Jose, California, United States. AeroLeads shows a matched LinkedIn profile for Duc Phan.
Duc Phan previously worked as Financial Center Manager at Bank Of America and Loan Consultant at Loandepot. 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 Associate Private Banker at Morgan Stanley. He is proficient in Vietnamese.
Current workplace
Duc Phan's current company
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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 senior management positions during my time as a CMM.
Apr 2008 - Jan 2013
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
NS
Nicholas Summa
Colleague at Morgan StanleyGilbert, Arizona, United States
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PR
Paul R.
Colleague at Morgan StanleyGreater Seattle Area, United States
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EC
Ernesto Catena
Colleague at Morgan StanleyMiami, Florida, United States
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BK
Binali Kanani
Colleague at Morgan StanleyMumbai, Maharashtra, India
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AM
Ankit Minglani
Colleague at Morgan StanleyDelhi, India
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JP
John Parker Wilson
Colleague at Morgan StanleyGreater Birmingham, Alabama Area, United States
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SF
Sheila Feeney
Colleague at Morgan StanleyBoston, Massachusetts, United States
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TB
Timothy Broderick
Colleague at Morgan StanleyGreater Hartford, United States
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CR
Charles Ramser
Colleague at Morgan StanleyRandallstown, Maryland, United States
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A(
Abhinav (Aiden) Gokhale (Griffin)
Colleague at Morgan StanleyBengaluru, Karnataka, India
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Nicholas Summa
Colleague at Morgan StanleyGilbert, Arizona, United States
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PR
Paul R.
Colleague at Morgan StanleyGreater Seattle Area, United States
View →
EC
Ernesto Catena
Colleague at Morgan StanleyMiami, Florida, United States
View →
BK
Binali Kanani
Colleague at Morgan StanleyMumbai, Maharashtra, India
View →
AM
Ankit Minglani
Colleague at Morgan StanleyDelhi, India
View →
JP
John Parker Wilson
Colleague at Morgan StanleyGreater Birmingham, Alabama Area, United States
View →
SF
Sheila Feeney
Colleague at Morgan StanleyBoston, Massachusetts, United States
View →
TB
Timothy Broderick
Colleague at Morgan StanleyGreater Hartford, United States
View →
CR
Charles Ramser
Colleague at Morgan StanleyRandallstown, Maryland, United States
View →
A(
Abhinav (Aiden) Gokhale (Griffin)
Colleague at Morgan StanleyBengaluru, Karnataka, India
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 Associate Private Banker 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 Nicholas Summa, Paul R., Ernesto Catena, Binali Kanani, and Ankit Minglani.
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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