Chi Mak Email & Phone Number
Financial Advisor @ E-Logic Info Tech Ltd
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Chi Mak Location
- New York, NY, US
Chi Mak Work
- Financial Advisor @ (February 2025 - Present)
- Private Client Manager @ (June 2023 - January 2025)
- Financial Sales Consultant @ (October 2018 - June 2023)
- Private Client Advisor @ (August 2016 - September 2018)
- Senior Financial Consultant @ Flushing Bank (March 2009 - August 2016)
- Financial Advisor @ (August 2007 - March 2009)
- Personal Banker @ Citibank (August 2006 - August 2007)
- Business Banker @ (August 2001 - August 2006)
Chi Mak Education
- Pace University
Bachelor's degree (Finance, General)
1999-2003
Chi Mak Skills
- Portfolio Management
- Financial Advisory
- Investments
- Relationship Management
- Finance
- Asset Allocation
- Insurance
- Financial Services
- Series 7
Chi Mak Summary
- Chi Mak, based in New York, NY, US, is currently a Financial Advisor at TD. Chi Mak brings experience from previous roles at TD PRIVATE CLIENT WEALTH LLC, Apple Bank, JPMorgan Chase Bank NA and Flushing Bank. Chi Mak holds a 1999 - 2003 Bachelor's degree in Finance, General @ Pace University. With a robust skill set that includes Portfolio Management, Financial Advisory, Investments, Relationship Management, Finance and more. Chi Mak has 1 mobile phone numbers on RocketReach.
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