Wendy Chen Email & Phone Number
Managing Director at CIBC Private Wealth Management, US @ CIBC Private Wealth Management US
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Wendy Chen Location
- Newport Beach, CA, US
Wendy Chen Work
- 2022 -now Managing Director at CIBC Private Wealth Management, US @
- 2004 -now Senior Vice President @ CIBC Atlantic Trust Private Wealth Management
- 2000 -2003 Marketing and Sales Associate @
Wendy Chen Education
- University of California, Berkeley
Wendy Chen Skills
- Leadership
- Portfolio Management
- Project Management
- Business Development
- Microsoft Excel
- Marketing
- Strategic Planning
Wendy Chen Summary
- Wendy Chen, based in Newport Beach, CA, US, is currently a Managing Director at CIBC Private Wealth Management, US at CIBC Private Wealth US. Wendy Chen brings experience from previous roles at CIBC Atlantic Trust Private Wealth Management and Morgan Stanley. Wendy Chen holds a University of California, Berkeley. With a robust skill set that includes Leadership, Portfolio Management, Project Management, Business Development, Microsoft Excel and more. Wendy Chen has 4 emails and 1 mobile phone numbers on RocketReach.
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