Steven Phan
About Steven Phan
Steven Phan is a Financial Services Representative at CIBC, with a background in technical support and consumer inside sales, and qualifications in financial planning from Mohawk College and the IFSE Institute.
Current Role at CIBC
Steven Phan is currently employed as a Financial Services Representative at CIBC in Hamilton, Ontario, Canada. He started working with CIBC in 2021. In this role, Steven leverages his extensive client communication skills to assist customers with financial products and services, helping them make informed decisions about their financial futures.
Previous Experience in Technical Support
Before transitioning into the financial services sector, Steven Phan accumulated valuable experience in technical support. He worked as a Technical Support Representative at DependableIT from 2018 to 2020. Prior to that, he was with Concentrix from 2015 to 2016 in a similar role. These positions were both based in Hamilton, Ontario, Canada.
Experience in Consumer Inside Sales
Steven Phan has substantial experience in consumer inside sales, having worked as an Inside Sales Representative at S & P Data in Hamilton, Ontario, Canada from 2011 to 2013. This role involved direct interaction with consumers, enhancing his communication and sales skills, which are beneficial in his current financial services role.
Educational Background and Qualifications
Steven Phan has a strong educational background in financial planning and investments. He completed the Canadian Investment Funds Course at IFSE Institute in 2020, a crucial qualification for professionals in financial services in Canada. Additionally, he graduated from Mohawk College with a certification in Financial Planning and Services, having studied there from 2019 to 2021.
Career Transition and Skill Diversification
Steven Phan's career showcases notable adaptability and skill diversification. Transitioning from technical support to financial services represents a significant shift, demonstrating his capability to acquire and apply new knowledge across different sectors. His varied experience also contributes to a well-rounded professional profile, enhancing his ability to meet diverse client needs in his current role at CIBC.