Since 2018, Peter Phan has been working in First Republic Private Wealth Management. Peter is an experienced Associate Director, Operations with over 14 years of work experience. According to Peter's CV and work profile, this professional has worked at more than seven companies with diverse backgrounds and got various skills. Peter studied at the Northwestern University. Peter Phan can be found in San Francisco, California – where this person is currently located. You can contact with Peter by looking for phone number or email or get full information by requesting access to this professional's details.
Name variants:
Petr Phan,
Pete Phan,
Petie Phan,
Petey Phan
Last updated Jun 13, 2024
Contact Information
Last Update
Jul 5, 2022
Email
pe**@mac.com, pp**@lateef.com, pe**@lateef.com
Location
San Francisco, CA
Workplace
Colleagues
Work History
Vice President, Marketing and Operations
San Francisco, CA
Dec 2014 — May 2017
Marketing Manager; Manager of Client Service and Operations
801 Montgomery St, San Francisco, CA 94133
Apr 2008 — Aug 2010
Associate Vice President, Portfolio Accounting and Operations
San Francisco, CA
Jul 2000 — Dec 2006
Occupations
Executive
Deputy Director
Vice President
Deputy Manager
Chief Executive
Skills
Investments
Management
Marketing
Asset Management
Marketing Communications
Microsoft Excel
Investment Management
Mutual Funds
Marketing Strategy
Asset Managment
Due Diligence
Project Management
Business Development
Strategy
Equities
Leadership
Financial Analysis
Product Marketing
Analytics
Microsoft Access
Portfolio Management
Lead Generation