Mel Chen Email & Phone Number
Chief Financial Officer @ Syon Capital
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Mel Chen Location
- Boston, MA, US
Mel Chen Work
- 2025 -now Chief Financial Officer @
- 2024 -2025 Sabbatical @
- 2022 -2025 Chief Operating Officer @
- 2020 -2022 Senior Private Wealth Investment Manager @
- 2019 -2022 Vice President @
- 2019 -2020 Private Wealth Relationship Manager @
- 2018 -2019 Assistant Vice President @
- 2014 -2018 Private Wealth Analyst, Investments @
- 2013 -2014 Senior Private Wealth Associate @
- 2009 -2013 Financial Advisor @
- 2010 -2013 Director, Professional Development Committee @
- 2011 -2011 2011 NAAAP National Convention - Associate Director, Volunteer Management @
- 2008 -2008 Client Associate @
- 2008 -2008 Wealth Management Intern @
Mel Chen Education
- University of Massachusetts Boston
Mel Chen Skills
- Series 66
- Series 7
- Retirement Planning
- Wealth Management
- Asset Allocation
- 10b5-1 plans
- Event Planning
- Volunteer Management
- Team Management
- Project Execution
- Social Media
Mel Chen Summary
- Mel Chen, based in Boston, MA, US, is currently a Chief Financial Officer at Syon Capital. Mel Chen brings experience from previous roles at Syon Capital and Merrill Lynch. Mel Chen holds a University of Massachusetts Boston. With a robust skill set that includes Series 66, Series 7, Retirement Planning, Wealth Management, Asset Allocation and more. Mel Chen has 2 emails and 2 mobile phone numbers on RocketReach.
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