Kai Cai Email & Phone Number
Vice President - Private Client Advisor
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Kai Cai Location
- New York, United States
Kai Cai Work
- Vice President - Private Client Advisor @ JP Morgan Chase Bank N.A (November 2016 - Present)
- VP Financial Advisor - HSBC Securities Premier Relationship Advisor @ (January 2013 - January 2016)
- AVP Financial Advisor - Global Wealth Management at Merrill Lynch @ (January 2010 - January 2013)
Kai Cai Education
- Baruch College
Finance Investment (Math.)
2005-2008 - Long Island University
Pharmacy
2004-2005
Kai Cai Skills
- Finance
- Financial Modeling
- Financial Analysis
- Wealth Management
- Microsoft Office
- Investments
- Entrepreneurship
- Equities
- Microsoft Excel
- Valuation
- Chinese
- Cantonese
- Mandarin
- Portfolio Management
- Bloomberg
- Reuters
- Corporate Finance
- Investment Research
- Investment Banking
- VBA
- French
- Fixed Income
- Risk Management
- Derivatives
- Financial Risk
- Private Equity
- English
- Business Analysis
- Banking
Kai Cai Summary
- Kai Cai, based in New York, United States, is currently a Vice President - Private Client Advisor at JP Morgan Chase Bank N.A. Kai Cai brings experience from previous roles at HSBC Securities and Merrill Lynch. Kai Cai holds a 2005 - 2008 Finance Investment in Math. @ Baruch College. With a robust skill set that includes Finance, Financial Modeling, Financial Analysis, Wealth Management, Microsoft Office and more. Kai Cai has 1 emails and 1 mobile phone numbers on RocketReach.
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