Mel Chen Email & Phone Number
Chief Financial Officer @ Syon Capital
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Mel Chen Location
- Boston, MA, US
Mel Chen Work
- Chief Financial Officer @ (March 2025 - Present)
- Sabbatical @ (October 2024 - March 2025)
- Chief Operating Officer @ (September 2022 - March 2025)
- Senior Private Wealth Investment Manager @ (September 2020 - April 2022)
- Vice President @ (December 2019 - April 2022)
- Private Wealth Relationship Manager @ (January 2019 - September 2020)
- Assistant Vice President @ (February 2018 - December 2019)
- Private Wealth Analyst, Investments @ (January 2014 - December 2018)
- Senior Private Wealth Associate @ (August 2013 - January 2014)
- Financial Advisor @ (January 2009 - August 2013)
- Client Associate @ (June 2008 - December 2008)
- Wealth Management Intern @ (February 2008 - June 2008)
- Director, Professional Development Committee @ (September 2010 - January 2013)
- 2011 NAAAP National Convention - Associate Director, Volunteer Management @ (February 2011 - August 2011)
Mel Chen Education
- UMass Boston
Bachelor of Arts - BA (Philosophy)
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 Bachelor of Arts - BA in Philosophy @ UMass 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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Nicholas Pasichuke
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Peter L
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San Francisco, CA, US
Sal Peritore
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Englishtown, NJ, US
Michelle Benicta
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Lisa Ely
Senior Associate
California, United States
Nancy Hong
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Eden Fong
Associate, Investment management
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Andrew Rumbelow
Senior Manager, Client Service
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Ben Kraaijvanger
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