Jacky Phan
Investment Analyst at Ulrich Investment Consultants
Based in San Antonio, United States
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Seniority
Staff
Department
Finance & Accounting
Location
San Antonio
Industry
Financial Services
Company size
18
Contact information
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j•••••••@ulrichcg.com
Phone
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Background
About Jacky Phan
I am an Investment Analyst at Ulrich Investment Consultants where I focus on areas of fund and manager research, asset allocation, and quarterly monitoring with a focus on Alternative Investments. I originally came to Ulrich from CAPTRUST, where I provided financial planning and investment management services to individuals and families.
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