Phung Phan

Phung Phan is a seasoned finance professional currently serving as the Senior Director of Financial Planning and Analysis at Baker Tilly US since May 2024, with expertise in financial modeling, forecasting, mergers and acquisitions, and investor relations. Previously, Phung held the position of Vice President in Investment Banking at William Blair from August 2017 to May 2024, focusing on Business Services M&A and contributing to notable transactions such as the investments in Baker Tilly by Hellman & Friedman and Valeas, and the sale of a controlling interest in WilliamsMarston to Kelso. Earlier, Phung was an Investment Banking Associate at William Blair, working on various significant transactions, including the sale of Convergint Technologies and ICR. Phung’s career began as a Senior Analyst at Gartner, specializing in financial services advisory. Educational qualifications include a Bachelor of Arts in Classics from the University of Pennsylvania and a Master of Business Administration in Finance from Georgetown University McDonough School of Business.