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Nolan Phan

Nolan Phan

Legal Assistant

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location of Nolan PhanVietnam

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  • Timeline

  • About me

    Fulbright ETA

  • Education

    • University of Utah - David Eccles School of Business

      2018 - 2022
      Bachelor of Science - BS Information Systems

      Magna Cum Laude

    • University of Utah - David Eccles School of Business

      2018 - 2022
      Bachelor of Science - BS Finance. Advanced Financial Analysis Emphasis

      Activities and Societies: Associated Students of the University of Utah Business Leaders Incorporated Out for Business Honors College Business Scholars Asian American Student Association Vietnamese American Student Association Magna Cum Laude

  • Experience

    • Kelleher & Kelleher LLC.

      Jun 2017 - Aug 2018
      Legal Assistant

    • Hinckley Institute of Politics

      Aug 2018 - Dec 2018
      Hinckley Institute Intern

    • Associated Students of the University of Utah

      Apr 2019 - May 2021

      • Associate Director of Marketing

        Apr 2020 - May 2021

      • Legislative Assembly Representative - David Eccles School of Business

        Apr 2019 - May 2020

    • University of Utah Guesthouse & Conference Services

      May 2019 - Aug 2019
      Summer Conference Coordinator

    • University of Utah - David Eccles School of Business

      May 2020 - May 2022

      • Senior Marketing Assistant/Data Specialist - MBA and Executive Education Programs

        Jan 2019 - May 2022

      • Teaching Assistant

        Aug 2020 - Dec 2020

      • Finance Research Assistant

        May 2020 - Aug 2020

    • University of Utah Student Investment Fund

      Aug 2020 - May 2021
      Equity Research Analyst

    • EnergySolutions

      Aug 2020 - May 2022
      FP&A Intern

    • Bernstein Private Wealth Management

      Jun 2021 - Aug 2021
      Private Wealth Management Intern

    • Bernstein Private Wealth Management

      Jun 2022 - Aug 2023
      Private Wealth Associate

    • The Fulbright Program

      Aug 2023 - now

      • Fulbright Renewal ETA

        May 2024 - now

      • Fulbright ETA

        Aug 2023 - Jun 2024

  • Licenses & Certifications

    • Series 7

      FINRA
      Sept 2022

    • PCEP-30-01: Entry-Level Python Programming

      OpenEDG Python Institute
      Sept 2021

    • Series 63

      FINRA
      Oct 2022

    • Microsoft Technology Associate (MTA 098-364, Database Fundamentals)

      Microsoft
      Apr 2022

    • SIE

      FINRA
      Jun 2022

    • DOMO Data Specialist I

      Domo
      May 2020