Jonathan Chen Email & Phone Number
First Vice President, PBG Market Manager - Private Wealth Management @ Morgan Stanley
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Jonathan Chen Location
- San Francisco, CA, US
Jonathan Chen Work
- 2026 -now First Vice President, PBG Market Manager - Private Wealth Management @
- 2025 -now First Vice President, Senior Private Banker - Private Wealth Management @
- 2022 -2025 First Vice President, Private Banker - Private Wealth Management @
- 2016 -2022 Vice President, Private Banker @
- 2014 -2016 Assistant Vice President, Associate Private Banker @
- 2011 -2014 Vice President, Relationship Manager @
- 2011 -2011 Priority Banking Relationship Manager @
- 2009 -2011 Banking Center Manager @
- 2004 -2009 Premier Client Manager @
Jonathan Chen Education
- San Francisco State University
Jonathan Chen Skills
- Banking
- Credit
- Investments
- Portfolio Management
- Financial Services
- Business Development
- Finance
- Cash Management
- CRM
- Leadership
- Strategy
- Cross Selling
- Series 63
- Retail Banking
- Loans
- Consumer Lending
- Commercial Banking
- Relationship Management
- Wealth Management
- Performance
- Sales
- Evaluations
- Solutions
- Microsoft Office
- Management
- Research
- Services
Jonathan Chen Summary
- Jonathan Chen, based in San Francisco, CA, US, is currently a First Vice President, PBG Market Manager - Private Wealth Management at Morgan Stanley. Jonathan Chen brings experience from previous roles at Morgan Stanley. Jonathan Chen holds a San Francisco State University. With a robust skill set that includes Banking, Credit, Investments, Portfolio Management, Financial Services and more. Jonathan Chen has 2 emails and 1 mobile phone numbers on RocketReach.
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