Tat Chan Email & Phone Number
Financial Professional @ Principal Financial Group
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Tat Chan Location
- Pasadena, CA, US
Tat Chan Work
- Financial Professional @ (April 2023 - Present)
- Director of Wealth Management @ (December 2022 - September 2023)
- Vice President, Business Development @ (March 2022 - September 2022)
- Vice President Relationship Management @ (July 2017 - April 2022)
- Premier Relationship Manager @ (December 2012 - July 2017)
- Associate Relationship Manager @ (April 2012 - December 2012)
- Wealth Management Manager @ (January 2010 - April 2012)
- Financial Service Officer @ (November 2009 - January 2010)
- Counter Service Officer @ (May 2008 - November 2009)
Tat Chan Education
- California State University-Fullerton
Bachelor of Arts (BA) (Business Administration)
2004-2007
Tat Chan Skills
- Loan Structuring
- Problem Solving
- Microsoft Office
- Customer Experience
- Attention to Detail
- Communication
- Negotiation
- Oral Communication
- Business Planning
- Business Development
- U.S. Immigration
- Banking
- Financial Services
- Wealth Management
- Customer Service
- Financial Analysis
- Credit Analysis
- Relationship Management
- Investment Banking
- Capital Markets
- Credit
- Retail Banking
- Finance
- Commercial Banking
- Portfolio Management
- Credit Risk
Tat Chan Summary
- Tat Chan, based in Pasadena, CA, US, is currently a Financial Professional at Principal Financial Group. Tat Chan brings experience from previous roles at One Capital Management, LLC, White Wing Insurance Solutions LLC and HSBC Retail Banking and Wealth Management. Tat Chan holds a 2004 - 2007 Bachelor of Arts (BA) in Business Administration @ California State University-Fullerton. With a robust skill set that includes Loan Structuring, Problem Solving, Microsoft Office, Customer Experience, Attention to Detail and more. Tat Chan has 2 emails and 5 mobile phone numbers on RocketReach.
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