Shirley Chan Email & Phone Number
Vice President @ Goldman Sachs
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Shirley Chan Location
- Salt Lake City, UT, US
Shirley Chan Work
- Vice President @ (April 2021 - Present)
- Vice President @ Exos / Elefant (June 2020 - April 2021)
- VP, Head Of Operations @ Elefant Inc. (November 2016 - June 2020)
- AVP, Client Service Advisor Lead @ (June 2010 - November 2016)
- New Account Specialist @ (February 2009 - June 2010)
Shirley Chan Education
- Berkeley College
- The City College of New York
- St. John's Preparatory School
Shirley Chan Skills
- Onboarding
- Netx360
- Operations Management
- Institutional Accounts
- Salesforce.com
- FinTech
- Business Development
- Fixed Income
- Business Operations
- Finance
- Business Relationship Management
- Leadership
- Broker-Dealer Compliance
- RIAs
- Financial Services
- Team Building
- Customer Relationship Management (CRM)
- Broker-Dealer Operations
- Artificial Intelligence (AI)
- Management
Shirley Chan Summary
- Shirley Chan, based in Salt Lake City, UT, US, is currently a Vice President at Goldman Sachs. Shirley Chan brings experience from previous roles at Exos / Elefant, Elefant Inc., BNY Mellon | Pershing and Pershing Advisor Solutions LLC. Shirley Chan holds a Berkeley College. With a robust skill set that includes Onboarding, Netx360, Operations Management, Institutional Accounts, Salesforce.com and more. Shirley Chan has 4 emails and 4 mobile phone numbers on RocketReach.
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