Brian Chi Email & Phone Number
Principal Investment Officer @ City of San José
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Brian Chi Location
- Mountain View, CA, US
Brian Chi Work
- 2025 -now Trustee of the Federated Retirement Plan Board @
- 2024 -now Principal Investment Officer @
- 2022 -2024 Fixed Income Portfolio Manager @
- 2014 -2022 Municipal Analyst and Trader @
- 2013 -2014 Investment Banking Associate @
- 2010 -2013 Investment Banking Analyst @
Brian Chi Education
- University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.) (Finance, Marketing)
Brian Chi Skills
- Series 63
- Financial Modeling
- Investment Banking
- Credit Analysis
- Due Diligence
- Municipal Bonds
- Fixed Income
- Bonds
- Corporate Finance
- Financial Analysis
- Series 7
- Equities
- Debt
Brian Chi Summary
- Brian Chi, based in Mountain View, CA, US, is currently a Principal Investment Officer at City of San José. Brian Chi brings experience from previous roles at City of San José, BlackRock, Kayne Anderson Rudnick and De La Rosa & Co.. Brian Chi holds a Bachelor of Science (B.S.) in Finance, Marketing @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Series 63, Financial Modeling, Investment Banking, Credit Analysis, Due Diligence and more. Brian Chi has 4 emails and 6 mobile phone numbers on RocketReach.
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