Phil Nguyen
Commercial Portfolio Management Officer @Lake City Bank
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WORK HISTORY
Commercial Portfolio Management Officer @Lake City Bank
Responsible for providing investment management services for high-net-worth clients and institutions, security selection for stock models, mutual fund selection and due diligence, development of strategic and tactical asset allocation, economic and capital markets research
EDUCATION
Yale School of Management
Executive Education, Investment Management Theory and Practice
Indiana University Fort Wayne
Bachelor of Science - BS, Finance
ABOUT PHIL NGUYEN
Phil Nguyen serves as AVP, Commercial Banking Officer. He earned his bachelor’s degree in finance with a certificate in bank management from Indiana University Fort Wayne. He started his career in financial services when he joined Lake City Bank in 2016 with previous experience in the Wealth Advisory Group and Retail Banking.Phil works as a committee member at St. Joseph Community Health Foundation and volunteers for Junior Achievement. He is very passionate about helping others and giving back to the community.Lake City Bank, a $7 billion bank headquartered in Warsaw, Indiana, was founded in 1872 and serves Central and Northern Indiana communities with 55 branch offices and a robust digital banking platform. Lake City Bank’s community banking model prioritizes building in-market long-term customer relationships while delivering technology-forward solutions for retail and commercial clients. The bank is the single bank subsidiary of Lakeland Financial Corporation (Nasdaq Global Select/LKFN).
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