David Phan

Background

About David Phan

I lead a team responsible for all product & portfolio publications at Wells Fargo Advisors. We are responsible for how we communicate our products & investment portfolios to current and prospective clients, financial advisors, and key partners. My team consults on strategic product communication plans, develops presentation collateral, aggregates and analyzes data, and supports other marketing related activities. We do this by collaborating with product managers, strategic relationships, field productivity, risk and compliance, and other key stakeholders. My professional background has afforded me opportunities to work directly with clients and their portfolios; consult on products, services, resources, tools, and technology; develop, coordinate, and deliver training programs; ideate, curate, and create high profile presentations; and establish and execute on project plans. My wife and I grew up in Richmond, VA and migrated to St. Louis, MO in 2008 after college (with a short stint in Southern California in between). We have a seven-year old daughter named Nora and five-year old son named Avery along with our nine-year old Labradoodle. My weekends are typically spent with my family around town enjoying all that St. Louis has to offer including the St. Louis Zoo, museums, parks, events, etc. We also enjoy traveling (to visit our families and/or to get away) and giving back to the community when we are able through charities, local events, and volunteerism. Specialties: Series 7 Certified; Series 66 Certified; Series 24 Certified; Proficient in MS Word, Excel, Powerpoint, SharePoint Designer, InfoPath, PowerBI, Salesforce, SquareSpace