David Chan Location
New York, NY, US
David Chan Work
- 2024 - now Executive Board Member @ BISA
- 2023 - now Managing Director @ Citi
- 2019 - 2023 Wealth Regional Director at Citi Wealth Management @ Citi
- 2017 - 2019 SVP Regional Sales Manager Citi Personal Wealth Management @ Citi
- 2015 - 2017 SVP Market Director @ Santander Bank, N.A.
- 1996 - 2017 Senior Wealth Advisor @ M&T, HSBC, PNC
David Chan Education
- Pace University
Master of Business Administration (Management, Financial Management, Finance)
2009 - 2011 - King'S School Of Business
Bachelor of Business Administration
2008 - Monash University2004 - 2005
David Chan Skills
- Series 63
- Investments
- Retirement Planning
- Series 7
- Wealth Management
- Investment Advisory
- Mutual Funds
- FINRA
- Finance
- Portfolio Management
David Chan Summary
David Chan, based in New York, NY, US, is currently a Managing Director at Citi. David Chan brings experience from previous roles at BISA, Citi and Santander Bank, N.A.. David Chan holds a 2009 - 2011 Master of Business Administration in Management, Financial Management, Finance @ Pace University. With a robust skill set that includes Series 63, Investments, Retirement Planning, Series 7, Wealth Management and more. David Chan has 4 emails and 1 mobile phone numbers on RocketReach.
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