Equity Analyst
Cougar Investment Fund, L.L.C.
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Sherry Phan Email & Phone Number
Equity Analyst
at
COUGAR INVESTMENT FUND, L.L.C.
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
COUGAR INVESTMENT FUND, L.L.C.
Role
Equity Analyst
Location
Richmond, Texas, United States
Who is Sherry Phan? Overview
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Quick answer
Sherry Phan is listed as Equity Analyst at COUGAR INVESTMENT FUND, L.L.C., based in Richmond, Texas, United States. AeroLeads shows a matched LinkedIn profile for Sherry Phan.
Sherry Phan previously worked as Teller / Loan assistance at Wells Fargo and Assistant Project Manager at Pyra Engineering. Sherry Phan holds Master Of Science - Ms, Accounting And Finance from University Of Houston.
Profile bio
About Sherry Phan
At Wells Fargo, my role as Teller / Loan Assistant involves streamlining loan origination processes and enhancing customer engagement with banking products, guided by a strong adherence to policy and risk mitigation. My proficiency in Tableau and advanced Excel functions, such as Pivot Tables, empowers me to deliver efficient service and meticulous documentation, which are critical in our fast-paced environment. Concurrently pursuing my MS in Accounting and Finance, I am honing my analytical acumen to excel in financial modeling and real estate investment analysis. Committed to continuous learning, I'm leveraging my education at the University of Houston and certifications from esteemed institutions, like Wharton and Harvard Business School Online, to deepen my expertise and drive growth in the banking sector. My fluency in English and Vietnamese further enables me to connect with a diverse clientele, enriching the customer service experience.
Current workplace
Sherry Phan's current company
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Cougar Investment Fund, L.L.C.
4 roles · 8 years
Sherry Phan work experience
A career timeline built from the work history available for this profile.
Teller / Loan Assistance
In my present job, I assist loan originators in gathering customer information. Support loan officer during the closing process and maintain document records for future reference. Increase customer involvement by facilitating teller transactions, introducing clients to banking products, and advocating digital solutions. Execute various transactions and customer support activities in adherence to established policies and procedures, while minimizing operational risks. Streamline workflow by operating under managerial guidance and exercising judgment within specified policies and procedures.● Conducted credit report inquiries for the loan origination process.● Offered new products and attracted customers to open premier banking accounts.● Enabled business growth by engaging with customers and cultivating robust relationships.● Coordinated with customers to complete necessary procedures before the loan closing date.● Addressed the financial requirements of customers by assessing needs and proposing relevant information/services.
2023 - 2024
~1 yr
Assistant Project Manager
In this job role, I increased operational effectiveness by overseeing global accounting procedures, meticulously tracking data, and compiling relevant information. By offering specialized business proposals in line with client objectives and project budgets, I exceeded client expectations. Moreover, I worked closely with every team member to improve project delivery and cost-effectiveness.• Achieved critical project milestones by coordinating with team members.• Assisted senior managers by preparing accurate cost estimates for projects valued between $650K and $1M.
2021 - 2023
~2 yrs
Project Estimator
During this tenure, I developed complete bid proposals for Testing and Air Balance projects and processed work orders through meticulous analysis and computation of field measurements, survey plans, and plot plans. Through contract reviews, I also evaluated exceptions, upheld quality standards, and ensured contractual compliance.• Minimized potential losses and optimized outcomes by detecting and mitigating project risks.• Reduced errors and contributed to project acquisition success by delivering accurate cost estimates.• Secured 81% of new business in 2020 by attending virtual bidding events and creating appropriate bids.
2019 - 2021
~2 yrs
5 education records
Sherry Phan education
Master Of Science - Ms, Accounting And Finance
Certificate
Certificate, Real Estate Investing & Analysis Certificate Program
Certificate, Leading With Finance, Complete
Bachelor Of Business Administration - Bba, Professional Program In Accountancy (Ppa) And Finance (Commercial Banking), Cum Laude
FAQ
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Quick answers generated from the profile data available on this page.
What company does Sherry Phan work for?
Sherry Phan works for COUGAR INVESTMENT FUND, L.L.C..
What is Sherry Phan's role at COUGAR INVESTMENT FUND, L.L.C.?
Sherry Phan is listed as Equity Analyst at COUGAR INVESTMENT FUND, L.L.C..
Where is Sherry Phan based?
Sherry Phan is based in Richmond, Texas, United States while working with COUGAR INVESTMENT FUND, L.L.C..
What companies has Sherry Phan worked for?
Sherry Phan has worked for Cougar Investment Fund, L.L.C., Wells Fargo, Pyra Engineering, and Hq Airbalance.
How can I contact Sherry Phan?
You can use AeroLeads to view verified contact signals for Sherry Phan at COUGAR INVESTMENT FUND, L.L.C., including work email, phone, and LinkedIn data when available.
What schools did Sherry Phan attend?
Sherry Phan holds Master Of Science - Ms, Accounting And Finance from University Of Houston.
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