Vivian Phan
Financial Planning Assistant
- Role
- Financial Planning Assistant at Rockefeller Capital Management
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Vivian Phan
I serve as a Client Associate with RSA Family Wealth at the Rockefeller Global Family…
Experience
Financial Planning Assistant
Rockefeller Capital Management
May 2025 — Present · Dallas, TX, US
Education
Texas Christian University
Bachelor of Science - BS
2020 — 2024
Bishop McGuinness Catholic High School
High School Diploma
2016 — 2020
SMU Continuing & Professional Education
SMU CERTIFIED FINANCIAL PLANNER™ Certificate Program
2025 — 2026
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.