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    Steven Phan is a ThinkorSwim Options Specialist at TD Ameritrade in London, ON. He provides trading and technical support to clients through phone, chat, and email. Phan also conducts training and walkthroughs of trading platforms. Previously, he worked at TD Visa as a Customer Service Representative from 2005-2007. Phan has a Business Accounting degree from Fanshawe College and professional designations including FINRA Series 3, 7, and 63 Brokerage licenses and the Canadian Securities Course. His goal is to further develop his understanding of investments while maintaining positive relationships.

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    Steven Phan is a ThinkorSwim Options Specialist at TD Ameritrade in London, ON. He provides trading and technical support to clients through phone, chat, and email. Phan also conducts training and walkthroughs of trading platforms. Previously, he worked at TD Visa as a Customer Service Representative from 2005-2007. Phan has a Business Accounting degree from Fanshawe College and professional designations including FINRA Series 3, 7, and 63 Brokerage licenses and the Canadian Securities Course. His goal is to further develop his understanding of investments while maintaining positive relationships.

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    25 views2 pages

    Phan 2015

    Uploaded by

    api-302207924
    Steven Phan is a ThinkorSwim Options Specialist at TD Ameritrade in London, ON. He provides trading and technical support to clients through phone, chat, and email. Phan also conducts training and walkthroughs of trading platforms. Previously, he worked at TD Visa as a Customer Service Representative from 2005-2007. Phan has a Business Accounting degree from Fanshawe College and professional designations including FINRA Series 3, 7, and 63 Brokerage licenses and the Canadian Securities Course. His goal is to further develop his understanding of investments while maintaining positive relationships.

    Copyright:

    © All Rights Reserved
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    of 2

    STEVEN PHAN

    46-1320 Savannah Drive London ON N5X 0B7


    (226) 456-0645

    sphan@rogers.com

    Career Objective

    To broaden my current understanding of the investment industry and


    further challenge myself to learn and adapt to new roles and
    responsibilities while maintaining positive relationships with my
    peers.

    Current Role

    Member of the ThinkorSwim Trade Desk with TDAmeritrade. Our


    role is to help service US based clientele with their trading and
    retirement accounts. My team and I assist clients with placing
    advanced option orders as well as equity and mutual fund
    transactions. We also provide concierge level service for new
    account openings, consolidation of new assets, and on boarding new
    users to our trading platforms. Our focus is to help educate and
    maintain our clientele with the highest level of accuracy and
    professionalism.

    Education

    Fall 2015
    Fanshawe College
    Business Accounting
    2002-2004
    Fanshawe College
    Financial Planning Services

    Professional
    Designations
    Employment
    Experience

    London, ON
    London, ON

    FINRA Series 3, 7,and 63 Brokerage licenses


    Canadian Securities Course

    2007-Current

    TD Ameritrade

    London, ON

    ThinkorSwim Options Specialist

    Employment

    Provide trading and technical support for the ThinkorSwim trading


    platform by telephone, live chat, and e-mail applications in a
    dynamic market environment.

    Facilitate training to help increase associate and leadership


    knowledge to ensure best practices are implemented to drive
    results.

    Conduct walkthroughs of the desktop and mobile trading


    platforms for both clients and employees.

    Deliver expert option trading knowledge to clients and fellow


    employees.

    STEVEN PHAN
    46-1320 Savannah Drive London ON N5X 0B7
    (226) 456-0645

    sphan@rogers.com

    Experience
    2005-2007

    TD Visa

    London, ON

    Customer Service Representative

    Volunteer
    Experience

    Assisted clients with managing and maintaining personal credit


    products.
    Maintained a working knowledge of all TD Canada Trust banking
    policies and products.
    Consistently met or exceeded departmental objectives for
    productivity and sales metrics. Products included Balance of
    Account Transfers, Web banking activation, and credit limit
    increases.

    2011-13
    Treasurer

    Cystic Fibrosis Charity Golf Committee

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