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
- First Vice President, PBG Market Manager - Private Wealth Management @ (January 2026 - Present)
- First Vice President, Senior Private Banker - Private Wealth Management @ (January 2025 - Present)
- First Vice President, Private Banker - Private Wealth Management @ (July 2022 - January 2025)
- Vice President, Private Banker @ (July 2016 - July 2022)
- Assistant Vice President, Associate Private Banker @ (August 2014 - July 2016)
- Vice President, Relationship Manager @ (September 2011 - August 2014)
- Priority Banking Relationship Manager @ (April 2011 - September 2011)
- Banking Center Manager @ (May 2009 - April 2011)
- Premier Client Manager @ (June 2004 - April 2009)
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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