Verified recordFinancial Services

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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Email

1 credit

j•••••••@ulrichcg.com

Phone

5 credits

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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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