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@transamerica.com
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9 phones found area 714 and 707
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LinkedIn matched
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Thomas Phan is listed as Project Manager at Transamerica at Transamerica, a company with 14007 employees, based in Anaheim, California, United States. AeroLeads shows a work email signal at transamerica.com, phone signal with area code 714, 707, and a matched LinkedIn profile for Thomas Phan.
Thomas Phan previously worked as Senior Consultant at Transamerica and Financial Advisor at John Hancock Financial Services. Thomas Phan holds Bachelor Of Arts (Ba), Business Economics from University Of California, Riverside.
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AeroLeads found 1 current-domain work email signal for Thomas Phan. Compare company email patterns before reaching out.
Experienced Project Manager with a demonstrated history of working in the financial services industry. Skilled in Banking, Retirement Planning, Mutual Funds, Portfolio Management, and Risk Management. Strong program and project management professional with a Bachelor of Arts (BA) focused in Business Economics from University of California, Riverside.
Listed skills include Finance, Financial Analysis, Investments, Life Insurance, and 6 others.
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A career timeline built from the work history available for this profile.
Los Angeles
- Managed a caseload of clients that utilize a premier 401(k) retirement plan services. - Responsible for direct contact with plan administrators in the execution of financial transactions which include loans, distributions, deferral contributions, plan eligibility, plan provisions, coordination of mandatory notices, and compliance testing. - Conduct plan.
Meeting and assisting clients in the planning and arrangement of their financial affairs, such as savings, life insurance, investments, retirement provisions, and tax treatment. Conduct Financial Needs Analysis and recommends appropriate products to meet client’s needs. Determine the clients' goals and risk tolerance. Fully understand a client's financial.
Act as an ambassador of the bank - smile and greet customers, and provide basic teller services. Build customer loyalty through courtesy and friendliness. Ensure accurate and timely processing of basic transactions for banking center customers and balance daily work in accordance with established policies and procedures. Perform transactions in a.
Other employees you can reach at transamerica.com. View company contacts for 14007 employees →
Cathy Walker
Colleague at Transamerica
Beverly Hills, California, United States, United States
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JB
Jeff Berryman
Colleague at Transamerica
Baltimore, Maryland, United States, United States
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MH
Marcy Hanson
Colleague at Transamerica
Iowa City-Cedar Rapids Area, United States
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YL
Yeung Lucy
Colleague at Transamerica
Somers, New York, United States, United States
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WC
Walters Chris
Colleague at Transamerica
Conway, Arkansas, United States, United States
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VD
Valarie Dennis
Colleague at Transamerica
Richardson, Texas, United States, United States
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TB
Tyler Bloss, Mdrt
Colleague at Transamerica
Sewell, New Jersey, United States, United States
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AM
Alicia Maguire
Colleague at Transamerica
Greater Boston, United States
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YW
Yolanda Wright
Colleague at Transamerica
Iowa, United States, United States
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KZ
Katie Zino
Colleague at Transamerica
Charleston, South Carolina, United States, United States
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Activities and Societies: Pi Alpha Phi
Quick answers generated from the profile data available on this page.
Thomas Phan works for Transamerica.
Thomas Phan is listed as Project Manager at Transamerica at Transamerica.
AeroLeads has found 1 work email signal at @transamerica.com for Thomas Phan at Transamerica.
AeroLeads has found 9 phone signal(s) with area code 714, 707 for Thomas Phan at Transamerica.
Thomas Phan is based in Anaheim, California, United States while working with Transamerica.
Thomas Phan has worked for Transamerica, John Hancock Financial Services, and Bank Of America.
Thomas Phan's colleagues at Transamerica include Cathy Walker, Jeff Berryman, Marcy Hanson, Yeung Lucy, and Walters Chris.
You can use AeroLeads to view verified contact signals for Thomas Phan at Transamerica, including work email, phone, and LinkedIn data when available.
Thomas Phan holds Bachelor Of Arts (Ba), Business Economics from University Of California, Riverside.
Thomas Phan is listed with skills including Finance, Financial Analysis, Investments, Life Insurance, Retirement, Banking, Financial Services, and Mutual Funds.
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