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
- Trustee of the Federated Retirement Plan Board @ (November 2025 - Present)
- Principal Investment Officer @ (March 2024 - Present)
- Fixed Income Portfolio Manager @ (March 2022 - March 2024)
- Municipal Analyst and Trader @ (June 2014 - March 2022)
- Investment Banking Associate @ (July 2013 - March 2014)
- Investment Banking Analyst @ (August 2010 - June 2013)
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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