Home Mortgage@ U.S. Bank
Orange County, California, United States
Tammy Phan
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FlashIntel GPTTammy Phan is a highly experienced professional with 16.1 years of work experience in the financial services industry. She has a strong background in investments, small business lending, loans, and wealth management. Tammy has worked at reputable institutions such as U.S. Bank and Wells Fargo, where she held various roles including Home Mortgage Consultant, Regional Private Banker, Premier Banker, and Licensed Personal Banker. She is skilled in financial planning, portfolio management, and portfolio management. Tammy is based in the United States and has a proven track record in the industry.
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Emails and Phone Numbers
Work Experience
Home Mortgage
Banking
Tammy Phan's Professional Milestones
- Licensed Personal Banker (2007-09-01~2011-06-01): Successfully secured multiple high-value clients in multiple transactions, earning financial freedom and maximizing revenue potential.
- Premier Banker (2011-07-01~2013-10-01): Provided valuable experience to clients, ensuring business growth and promoting trust and profitability.
Skill
Investments
Small Business Lending
Loans
Wealth Management
Mortgage Lending
Wealth
Financial Services
Series 7
Commercial Lending
Private Banking
Lines Of Credit
Loan Origination
Financial Planning
Retirement Planning
Series 6
Retirement
Portfolio Management
Home Equity Lines Of Credit
401k
Iras
Certification
Colleagues
Other Named Tammy Phan
Frequently asked questions
We found 1 Tammy Phan's email addresses
We found 1 Tammy Phan's phone numbers
Tammy Phan's social media include: Linkedin,
Tammy Phan works for U.S. Bank
Tammy Phan's role in U.S. Bank is Home Mortgage
Tammy Phan works in the industry of Banking
Tammy Phan's colleagues are Madi Adkins,Sam Lea,Georgia Norman
Tammy Phan's latest job experience is Home Mortgage at U.S. Bank
