Matthew Phan

Matthew Phan is an experienced finance professional currently serving as a Senior Analyst in Business Operations Support - Client Reporting at Mackenzie Investments since March 2017. With a strong background in portfolio analysis and project management, Matthew has also held positions as a Foundation Associate at Mackenzie Investments. Prior to this, Matthew worked at State Street from July 2015 to March 2017 as a Senior Client Management and Operations Associate and as a Client Management and Operations Associate. Early career experience includes a co-op role as a Financial Reporting Associate at State Street. Matthew holds an Accounting Diploma from George Brown College, obtained in 2015, focusing on Business Administration with an emphasis in Accounting.