Stifel
Phillip Tran is a seasoned tax professional with extensive experience in tax accounting and compliance. Currently serving as a Senior Accountant - Tax at Stifel Financial Corp. since January 2022, Phillip specializes in preparing Federal and State income tax returns. Prior experience includes roles as a Tax Consultant and Senior Tax Accountant at MetLife, where responsibilities encompassed the preparation of various tax forms including 5471, 1120F, and monthly and quarterly provisions using OneSource Tax Provision, as well as income tax compliance across multiple jurisdictions. Phillip's career began as a Staff Accountant at Brown & Brown, LLP, following a strong academic background with a Master of Business Administration in Accounting and Finance from the University of Missouri-Saint Louis, along with dual Bachelor of Science degrees in Accounting and Finance from Saint Louis University.
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Stifel
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Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 390 locations across the nation.