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Giao Phan

Giao Phan

Transfer Pricing Intern

Followers of Giao Phan1000 followers
location of Giao PhanNew York, New York, United States

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  • Timeline

  • About me

    M&A Consultant at West Monroe

  • Education

    • NYU Stern School of Business

      2018 - 2022
      Bachelor's degree Finance and Computing and Data Science

      Finance & Data Science

    • Middlesex School

      2014 - 2018
      High School Diploma

      Activities and Societies: Co-head of Robotics Club, Dorm Senior Proctor, Tour Guide, Varsity Squash Player (NEPSAC Champions Class C), Open Table.

  • Experience

    • PwC Vietnam

      Jun 2019 - Aug 2019
      Transfer Pricing Intern

    • HomeX

      Jun 2020 - Dec 2020
      M&A Intern

    • Workiva

      May 2021 - Dec 2021
      Corporate Development Intern

    • West Monroe

      Jul 2022 - now

      • Experienced Consultant, M&A

        Mar 2024 - now

      • Consultant, M&A

        Jul 2022 - Mar 2024

  • Licenses & Certifications

    • Series 79

      FINRA
      Nov 2024

    • Alteryx Designer Core Certified

      Alteryx
      Jan 2024

    • Series 63

      FINRA
      Dec 2024

    • Securities Industry Essentials (SIE)

      FINRA
      Nov 2024

    • Financial Modeling & Valuation Analyst (FMVA) ®

      Corporate Finance Institute® (CFI)
      Sept 2024
      View certificate certificate

  • Volunteer Experience

    • Volunteer Leader

      Issued by Penta Prosthetic Group on Jan 2016
      Penta Prosthetic GroupAssociated with Giao Phan