Sherry Phan

Equity Analyst - Cougar Investment Fund, L.L.C. | MS Finance \'26 | CFO, Bauer MBA Society | Skills: Financial Modeling, Valuation, Risk Management, Credit Analysis | Optimistic, Collaborative Leader | CPA Exam Eligible

Role
Equity Analyst at Cougar Investment Fund, L.L.C
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sherry Phan

At Wells Fargo, my role as Teller / Loan Assistant involves streamlining loan origination…

Experience

  1. Equity Analyst

    Cougar Investment Fund, L.L.C

    May 2025 — Present

Education

  • Wharton Online

    Certificate , Real Estate Investing & Analysis Certificate Program

  • Harvard Business School Online

    Certificate , Leading with Finance

  • University of Houston

    Master of Science - MS, Accounting and Finance

  • Corporate Finance Institute® (CFI)

    Certificate

  • University of Houston

    Bachelor of Business Administration - BBA, Professional Program in Accountancy (PPA)

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Sherry Phan — Equity Analyst at Cougar Investment Fund, L.L.C in Houston, TX, US | Unifers