Jonathan Chen Email & Phone Number
First Vice President, Private Banker - Private Wealth Management @ Morgan Stanley
Jonathan Chen's Location
San Francisco, CA, US
Jonathan Chen's Work
- First Vice President, Private Banker - Private Wealth Management @ Morgan Stanley
- Vice President, Relationship Manager @ Citi
- Priority Banking Relationship Manager @ Union Bank
- Banking Center Manager @ Bank of America
- Premier Client Manager @ Bank of America
Jonathan Chen's Education
- San Francisco State University
Jonathan Chen's Skills
- Banking
- Credit
- Investments
- Portfolio Management
- Financial Services
- Business Development
- Finance
- Cash Management
- CRM
- Leadership
Jonathan Chen's Summary
Jonathan Chen, based in San Francisco, CA, US, is currently a First Vice President, Private Banker - Private Wealth Management at Morgan Stanley, bringing experience from previous roles at Citi, Union Bank, Bank of America and Bank of America Global Wealth & Investment Management. 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 contributes valuable insights to the industry. Jonathan Chen has 2 emails and 1 mobile phone number on RocketReach.
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