Ace Chan Email & Phone Number
Senior Vice President
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Ace Chan Location
- Pasadena, CA, US
Ace Chan Work
- 2023 -now Senior Vice President @ BMO
- 2012 -2023 Senior Vice President, Market Leader, Pacific Rim Region at Bank of the West @
- 2012 -2023 Senior Vice President and Market Leader, Pacific Rim Region, Wealth Management @
- 2003 -2012 Vice President and Regional Trust and Marketing Officer, Wealth Management @
- 1996 -2003 Associate Financial Advisor, Wealth Management @
- 1996 -1996 Assistant Vice President, Private Banking @ Coutts & Co., Private Banking arm of Westminster Bank
- 1992 -1995 Senior Account Manager, Private Banking @
Ace Chan Education
- The Hong Kong Polytechnic
DMS (Dipolma on Management Studies) (Economics, Finance, Marketing, Management)
1989-1992
Ace Chan Skills
- Investments
- Life Insurance
- Series 7
- Wealth Management
- Private Banking
- Asset Allocation
- Insurance
- Series 65
- Trust Services
- Capital Markets
- Series 63
- Wealth Management Services
- Estate Planning
- Risk Management
- Investment Advisory
- Retirement Planning
- ACE
- New Business Development
- Team Building
- Financial Analysis
Ace Chan Summary
- Ace Chan, based in Pasadena, CA, US, is currently a Senior Vice President at BMO. Ace Chan brings experience from previous roles at Bank of the West and Merrill Lynch. Ace Chan holds a 1989 - 1992 DMS (Dipolma on Management Studies) in Economics, Finance, Marketing, Management @ The Hong Kong Polytechnic. With a robust skill set that includes Investments, Life Insurance, Series 7, Wealth Management, Private Banking and more. Ace Chan has 1 emails on RocketReach.
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Jiangsu, China
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