San Q. Phan

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Profile

Mr. San Q.
Phan is a Director of Equity Research at Mizuho Securities USA LLC.
He joined the firm in April 2015.
Mr. Phan was previously employed as an Associate Equity Analyst by BMO Capital Markets from July 2010 to March 2015, an Associate by Pacific Alternative Asset Management Co. LLC from June 2009 to August 2009, Strategic Planning Manager by Morgan Stanley & Co., Inc from September 2004 to July 2008, and a Consultant by Pricewaterhousecoopers LLC.
Mr. Phan received his BSE in Civil Engineering Systems and Minor in Mathematics from the University of Pennsylvania and an MBA in Finance and Value Investing from Columbia Business School.

Former positions of San Q. Phan

Companies	Position	End
Mizuho Securities USA LLC Mizuho Securities USA LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/09/2017
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/03/2015
PAAMCO Prisma LLC PAAMCO Prisma LLC Investment ManagersFinance PAAMCO Prisma focuses on creating an environment for investment talent to deliver strong alpha opportunities in a structure that strives to maximize returns and minimize drawdowns at the lowest cost. The firm generally views the private fund universe through the lens of broad categories: Credit, Directional, Equity, Relative Value and Niche/Tactical.	Corporate Officer/Principal	31/08/2009
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31/07/2008
Pricewaterhousecoopers LLC	Corporate Officer/Principal	-

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Linked companies

Private companies	7
PAAMCO Prisma LLC PAAMCO Prisma LLC Investment ManagersFinance PAAMCO Prisma focuses on creating an environment for investment talent to deliver strong alpha opportunities in a structure that strives to maximize returns and minimize drawdowns at the lowest cost. The firm generally views the private fund universe through the lens of broad categories: Credit, Directional, Equity, Relative Value and Niche/Tactical.	Finance
Mizuho Securities USA LLC Mizuho Securities USA LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Pricewaterhousecoopers LLC
Columbia Business School Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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