Angel Chen Email & Phone Number
ADP Market Leader, Director @ Merrill Lynch
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Angel Chen Location
- Palo Alto, CA, US
Angel Chen Work
- ADP Market Leader, Director @ (September 2019 - Present)
- SVP, Financial Advisor, Wealth Management Citigroup Global Markets @ (July 2016 - August 2018)
- SVP, Financial Advisor @ (September 2013 - July 2016)
- Senior Relationship Manager, Citigold International @ (March 2010 - September 2013)
- Managing Principal @ Lyon Quest Asset Management (March 2005 - March 2010)
- Chief Operating Officer @ (July 2002 - July 2005)
Angel Chen Education
- Columbia University
Chief Investment Officer Program
- University of Southern California
Bachelor's Degree
Angel Chen Skills
- Wealth Management
- Interest Rate Derivatives
- FX Options
- Portfolio Management
- Commercial Lending
- Series 7
- Structured Products
- Series 63
- Bloomberg
- Equities
- Financial Services
- Mutual Funds
- Asset Allocation
Angel Chen Summary
- Angel Chen, based in Palo Alto, CA, US, is currently a ADP Market Leader, Director at Merrill Lynch Wealth Management. Angel Chen brings experience from previous roles at Citi, UBS and Lyon Quest Asset Management. Angel Chen holds a Chief Investment Officer Program @ Columbia University. With a robust skill set that includes Wealth Management, Interest Rate Derivatives, FX Options, Portfolio Management, Commercial Lending and more. Angel Chen has 3 emails and 6 mobile phone numbers on RocketReach.
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