Robert Garan

Principal Supervisor at Phoenix Financial Services

Robert Garan's work experience begins with an internship at Sound Shore Medical Center in 2012, where they examined and analyzed the stockroom and was trained in hospital role call and scheduling. Robert then completed an apprenticeship at Wiring Technologies Inc. from 2012 to 2014, where they learned payroll processes, managerial organization, and finance allocation. In 2012, Garan also interned at East Tremont Vascular Health Care, shadowing a vascular surgeon and managing inventory and ordering surgical equipment.

In 2016, Garan joined Amplitech Group, Inc. as an intern in the Finance department, where they analyzed financial statements and led a special project team to create an investor-attracting presentation. Robert also completed the Foresters Financial Advisor Summer Junior Advisor Program in the same year, learning about financial advising and making planning recommendations for clients.

Garan then worked as an Advisor at Joseph Gunnar & Co., LLC from June 2017 to November 2018. Robert became the Owner Operator of Imperial K.O.R in September 2017. Finally, in November 2018, Garan joined Phoenix Financial Services as the Director of Trading and Sales, specializing in Private Wealth Management, Private Equity Sales, and risk management.

Robert Garan attended Manhattan College from 2013 to 2018, where they studied Finance. Robert did not obtain a degree during their time at the university. Additionally, Robert received certifications including Bloomberg Market Concepts from Bloomberg LP, insurance broker certifications from the New York State, and several financial industry certifications from FINRA, including Series 24, Series 4, Series 66, and Series 7.

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