Thomas Chi Email & Phone Number
First Vice President @ Morgan Stanley
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Thomas Chi Location
- Palo Alto, CA, US
Thomas Chi Work
- 2014 -now First Vice President @
- 2014 -2014 Relationship Advisor @
- 2011 -2014 Citigold Relationship Manager @
- 2007 -2011 Licensed Financial Specialist | Registered Banker II @ Wachovia Bank + Wells Fargo
Thomas Chi Education
- California State University - East Bay
Bachelor of Science (Business Administration, Management, Finance)
- California State University - East Bay
Bachelors
Thomas Chi Skills
- Relationship Management
- Consumer Lending
- Loans
- Salesforce.com
- Wealth Management
- Banking
- Credit
- Mortgage Lending
- Financial Services
- Finance
- Management
- Investments
- Strategy
- Portfolio Management
- Sales
- Securities Based Lending
- Consultative Sales Management
- Mortgage Banking
- Financial Analysis
- Credit Analysis
- Retail Banking
- Analytics
- Residential Mortgages
Thomas Chi Summary
- Thomas Chi, based in Palo Alto, CA, US, is currently a First Vice President at Morgan Stanley. Thomas Chi brings experience from previous roles at Silicon Valley Bank, Citi and Wachovia Bank + Wells Fargo. Thomas Chi holds a Bachelor of Science in Business Administration, Management, Finance @ California State University - East Bay. With a robust skill set that includes Relationship Management, Consumer Lending, Loans, Salesforce.com, Wealth Management and more. Thomas Chi has 6 emails and 8 mobile phone numbers on RocketReach.
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