Amy PhanCRD Number: 6238943
Current Firm: Parnassus Investments
Amy Phan (CRD# 6238943) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has over 2 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Parnassus Investments||San Francisco, CA||Aug 2013 - Current||3|
|Aspire Education Project||Oakland, CA||Apr 2013 - Current||3|
|Parnassus Investments||San Francisco, CA||Dec 2012 - Aug 2013||< 1|
|Wells Fargo||St. Louis, MO||Jun 2012 - Aug 2013||1|
|University Of California, Berkeley||Berkeley, CA||Aug 2008 - Aug 2013||5|
|The Convos||New York, NY||Nov 2012 - May 2013||< 1|
|Sport Street Social Network||Roslyn, NY||Sep 2012 - May 2013||< 1|
|Marketingcamp San Francisco||San Francisco, CA||Jan 2013 - Mar 2013||< 1|
|University Of California, Berkeley||Berkeley, CA||Nov 2011 - Dec 2012||1|
|College Track||Oakland, CA||Sep 2011 - Jun 2012||< 1|
|Earth Team||Berkeley, CA||Jan 2009 - Jul 2009||< 1|
|Bolsa Grande High School||Garden Grove, CA||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management17,260MILLIONS
Total Number of Accounts15ACCOUNTS
Average Account Value$1,150,646,746
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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