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Alexander Chan Location
San Francisco, CA, US
Alexander Chan Work
PWM Director of Investments @ (April 2023 - Present)
Director, Investment Specialist @ (March 2022 - April 2023)
Senior Portfolio Manager @ (February 2020 - March 2022)
Portfolio Manager @ (July 2017 - February 2020)
Associate Portfolio Manager @ (August 2014 - June 2017)
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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