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Linh Phan

Mid-level investment professional specializing in technology private equity and FinTech

TA AssociatesUniversity of MichiganBoston, MA3 Years ExperienceMid LevelWorks On-Site

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Experience

Investment Associate, North American Technology GroupTA Associates · Aug 2025 – Present
Investment Banking Analyst, Financial Institutions Group (FinTech, Asset and Wealth Management, Crypto)Moelis & Company · Jul 2023 – Jul 2025
Investment Banking Summer Analyst, Generalist ProgramMoelis & Company · Jun 2022 – Aug 2022internship

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Education

University of Michiganbachelor, Business Administration (Finance and Accounting) (2023)

Awards

  • Cum Laude - University of Michigan, Stephen M. Ross School of Business
  • Ranked top bucket amongst analyst class - Moelis & Company
  • Early promotion from Analyst to Associate - Moelis & Company
  • Intramural sports champion in flag football, dodgeball and pickleball

Skills

Financial modelingGrowth equity investingBuyout investingTechnology investingDue diligenceInvestment recommendationsBoard observationRelationship managementDeal sourcingAdd-on M&AMarket mappingAI strategyHealthcare ITLBO modelingRetention analysis

Languages

English

Publications

1 publication

Cooking

Memberships

  • Michigan Private Equity & Venture Capital
  • Phi Chi Theta Professional Business Fraternity

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Connect with Linh

Linh already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

Find your next great hire

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Linh PhanMid-level investment professional specializing in technology private equity and FinTech