David Chan Email & Phone Number
Managing Director @ Citi
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David Chan Location
- New York, NY, US
David Chan Work
- 2024 -now Executive Board Member @
- 2023 -now Managing Director @
- 2019 -2023 Wealth Regional Director at Citi Wealth Management @
- 2017 -2019 SVP Regional Sales Manager Citi Personal Wealth Management @
- 2015 -2017 SVP Market Director @
- 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 University 2004-2005
David Chan Skills
- Series 63
- Investments
- Retirement Planning
- Series 7
- Wealth Management
- Investment Advisory
- Mutual Funds
- FINRA
- Finance
- Portfolio Management
- Banking
- Financial Advisory
- Asset Allocation
- Investment Strategies
- Mortgage Lending
- Retirement
- Credit
- Wealth Management Services
- Life Insurance
- Insurance
- Securities
- Financial Services
- Estate Planning
- Relationship Management
- Uniform Combined State Law
- Fixed Annuities
- Equities
- Asset Management
- Investment Management
- Life & Health Insurance Licenses
- Private Banking
- Strategic Financial Planning
- Series 65
- High Net Worth Individuals
- Bonds
- IRAs
- 401k
- Separately Managed Accounts
- Long-term Care
- Variable Annuities
- Term Life Insurance
- Financial Planners
- Alternative Investments
- Wealth
- Wealth Accumulation
- Pensions
- ETFs
- Fixed Income
- Series 24
- Financial Planning
- Series 6
- High Net Worth
- Long Term Care
- Uniform Combined State
- Strategic Financial
- Separately Managed
- Life and Health Insurance Licenses
- Life and Health Insurance
- Sales
- Management
- Business Analysis
- Data Center
- Vendor Management
- CRM
- Project Management
- Strategic Planning
- Business Strategy
- Project Planning
- Pricing
- Sales Management
- Cross Functional Team Leadership
- Marketing
- Marketing Strategy
- Financial Analysis
- Strategy
- Financial Modeling
- Customer Relationship 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 3 emails and 1 mobile phone numbers on RocketReach.
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