Kelly Phan

Portfolio Control Specialist at The Capital Group - Bethesda, MD, US

Kelly Phan's Contact Details
HQ
301-200-9288
Location
Company
The Capital Group
Kelly Phan's Company Details
The Capital Group logo, The Capital Group contact details

The Capital Group

Bethesda, MD, US • 50 - 99 Employees
Insurance

At The Capital Group, we offer simple and dynamic business and personal financial solutions that help small and midsized businesses worry less and grow more. We specialize in Risk Management, Investments, Benefits, Retirement, and HR Technology. Choosing the best group benefit package for your company and employees is easy when you consult with one of our agents. We bring you more than options, but also clarity so you can make confident decisions.Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and The Capital Group Investment Advisory Services, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Risk Management Retirement HR Technology Employee Benefits Investments Insurance Insurance Agents Brokers and Service
Details about The Capital Group
Frequently Asked Questions about Kelly Phan
Kelly Phan currently works for The Capital Group.
Kelly Phan's role at The Capital Group is Portfolio Control Specialist.
Kelly Phan's email address is ***@capgroupfinancial.com. To view Kelly Phan's full email address, please signup to ConnectPlex.
Kelly Phan works in the Insurance industry.
Kelly Phan's colleagues at The Capital Group are Deann Haley, Pat Fung, Shelly Cai, Scott Hendricks, Carl Randall, Debbie Bourque, Ron Deitch and others.
Kelly Phan's phone number is ["(714) 933-0734"]
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