Investment Analyst
Jun 2024 - Nov 2024
AeroLeads people directory · profile
Son Phan Email & Phone Number
Master of Finance Candidate at Case Western Reserve University
1 work email found
@case.edu
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 71%
Role
Master of Finance Candidate at Case Western Reserve University
Location
Cleveland, Ohio, United States
Who is Son Phan? Overview
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Quick answer
Son Phan is listed as Master of Finance Candidate at Case Western Reserve University based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at case.edu and a matched LinkedIn profile for Son Phan.
Son Phan previously worked as Investment Analyst at Alan B. Lancz & Associates, Inc. and Financial Analyst at Breakthrough Public Schools. Son Phan holds Master'S Degree, Finance, General from Case Western Reserve University.
Company email context
Email format at case.edu
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{first}.{last}@case.edu
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AeroLeads found 1 current-domain work email signal for Son Phan. Compare company email patterns before reaching out.
Profile bio
About Son Phan
I'm Son Phan, a Master of Finance student at Weatherhead School of Management at Case Western Reserve University.I had passion for finance since my sophomore year at college when I tried to figure out a major that can take advantage of my critical thinking skill. I have completed an investment analyst internship and an investment banking internship over the last 2 summers. At present, I’m also working part-time as an analyst for a Registered Investment Advisor company.
6 roles
Son Phan work experience
A career timeline built from the work history available for this profile.
Financial Analyst
Jan 2024 - May 2024
Investment Analyst
Jun 2022 - Aug 2022
Peer Tutor
• Peer tutoring in Financial Accounting class• Peer tutoring in Macro Economics and Micro Economics class
Oct 2021 - Aug 2022
Wall Street Trek- Participant
• A selective program for top 20 high performing undergraduate students.• Exploring the finance industry and job opportunities under the guidance of executive members from budge bracket firms to middle market companies (Goldman Sachs, Morgan Stanley, Deloitte, Riverside Company, and so on).• Networking with alumni from a variety of fields (consulting, investment banking, equity research) to learn about job opportunities.
Feb 2022 - May 2022
Investment Banking Analyst Virtual Experience
• Focusing on learning M&A transaction and the auction process• Evaluating over 5 targeted companies to find the best fit companies for the client• Creating and updating over 10 Excel models to prepare the discounted cash flow valuation based on the informationreceived• Considering valuation implications following unforeseen events
Dec 2021 - Jan 2022
3 education records
Son Phan education
Master'S Degree, Finance, General
Bachelor'S Degree, Quantitative Economics And Finance
High School Diploma, Mathematics
FAQ
Frequently asked questions about Son Phan
Quick answers generated from the profile data available on this page.
What is Son Phan's role at their current company?
Son Phan is listed as Master of Finance Candidate at Case Western Reserve University.
What is Son Phan's email address?
AeroLeads has found 1 work email signal at @case.edu for Son Phan.
Where is Son Phan based?
Son Phan is based in Cleveland, Ohio, United States.
What companies has Son Phan worked for?
Son Phan has worked for Alan B. Lancz & Associates, Inc., Breakthrough Public Schools, Petrovietnam Securities Incorporated, Case Western Reserve University, and Jpmorgan Chase & Co..
How can I contact Son Phan?
You can use AeroLeads to view verified contact signals for Son Phan, including work email, phone, and LinkedIn data when available.
What schools did Son Phan attend?
Son Phan holds Master'S Degree, Finance, General from Case Western Reserve University.
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