Jody Chan Email & Phone Number
External Financial Reporting Senior Consultant @ Wells Fargo
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Jody Chan Location
- Boulder, CO, US
Jody Chan Work
- 2015 -now External Financial Reporting Senior Consultant @
- 2014 -2015 Basel Control Manager - Wholesale @
- 2010 -2014 Vice President, Corporate Regulatory Program Manager @
- 2009 -2010 Finance Manager @
- 2006 -2008 Manager, Regulatory Reporting @
- 2005 -2006 Financial Analyst @
- 2001 -2005 Reports Specialist @
- 2000 -2001 Investment Manager @
Jody Chan Education
- University Of California - Los Angeles
Bachelor Of Arts (Economics, Political Science)
1999
Jody Chan Skills
- Writing
- Variance Analysis
- Financial Performance
- Windows
- Christian
- Sales
- Net
- Cost
- Fee
- International Relations
- Mentoring
- Finance
- Rebalancing
- 401k
- Modernization
- Strategic Financial Planning
- Programming
- Savings
- Credit Reports
- Management
- Insurance Planning
- Statistics
- Long Range
- Custodians
- Database Administration
- Committees
- Cash Management
- PowerPoint
- System Tools
- Accounting
- Mergers
- Distribution Strategies
- Valuation
- Guidance
- Photoshop
- Portfolio Management
- Federal Reserve
- Capital Markets
- Key Metrics
- Asset Allocation
- Reports
- FileMaker
- Strategy
- Financial Accounting
- FINRA
- Risk Management
- Microsoft Excel
- Testing
- Asset Management
- Training
- Editing
- Financial Institutions
- Calculations
- Private Equity
- Streamline
- Research
- System Monitoring
- Reporting
- Field Service
- Venture Capital
- Probation
- Loans
- Payroll
- Analysis
- Los Angeles
- R
- Pensions
- Cash Flow
- Economics
- Store Operations
- Corporate Finance
- C
- STAR
- DOS
- Event Planning
- Financial Modeling
- Chinese
- Schedules
- Modeling
- Advertising
- Operations
- Holding Companies
- Goal Setting
- Microsoft Project
- Project
- Newsletters
- Programming Experience
- Strategic Financial
- Analytical Support
- Risk Tolerance
- Financial Audits
- Pricing
- Internal Audit
- Divorce
- Regulations
- Banking
- Labor Issues
- Comparison
- Investment Performance
- Portfolio
- Trust
- Lotus Notes
- Microsoft Exchange
- Political Science
- Investments
- Bonus
- Financial Services
- Compliance
- Mac
- Mutual Funds
- Written English
- San Francisco
- Microsoft Word
- Stocks
- Business Process
- Internal Controls
- Special Projects
- Asset
- Financial Analysis
- Platforms
- Budgets
- FFIEC
- Financial Reporting
- Controlling
- Due Diligence
- Trading
- Conceptual Modeling
- Securities
- Databases
Jody Chan Summary
- Jody Chan, based in Boulder, CO, US, is currently a External Financial Reporting Senior Consultant at Wells Fargo. Jody Chan brings experience from previous roles at Wells Fargo, Bank of the West, Elance and SVB Financial Group. Jody Chan holds a Bachelor Of Arts in Economics, Political Science @ University Of California - Los Angeles. With a robust skill set that includes Writing, Variance Analysis, Financial Performance, Windows, Christian and more. Jody Chan has 3 emails and 2 mobile phone numbers on RocketReach.
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