Alexander Chan Email & Phone Number
PWM Director of Investments @ Morgan Stanley
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Alexander Chan Location
- San Francisco, CA, US
Alexander Chan Work
- 2023 -now PWM Director of Investments @
- 2022 -2023 Director, Investment Specialist @
- 2020 -2022 Senior Portfolio Manager @
- 2017 -2020 Portfolio Manager @
- 2014 -2017 Associate Portfolio Manager @
Alexander Chan Education
- Santa Clara University
Master of Science (M.S.) (Finance)
2013-2014 - University of California, Santa Cruz
Bachelor of Arts (B.A.) (Economics)
2011-2013
Alexander Chan Skills
- Financial Analysis
- Investments
- Customer Service
- Data Analysis
- VBA
- Financial Modeling
- Training
- Auditing
- Microsoft Office
- Public Speaking
- Teaching
- Finance
- Data Science
- Advisory
- Investment Advisory
- Portfolio Management
- Microsoft Excel
- Investment Management
- R
- Teamwork
- Statistics
- Sales Management
- PowerPoint
- Leadership
- Management
Alexander Chan Summary
- Alexander Chan, based in San Francisco, CA, US, is currently a PWM Director of Investments at Morgan Stanley. Alexander Chan brings experience from previous roles at First Republic Private Wealth Management and Bank of the West. Alexander Chan holds a 2013 - 2014 Master of Science (M.S.) in Finance @ Santa Clara University. With a robust skill set that includes Financial Analysis, Investments, Customer Service, Data Analysis, VBA and more. Alexander Chan has 2 emails on RocketReach.
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