Andrew Chan
Wealth Group Executive @Citi
Los Angeles, CA, US
EMAILS
MOBILE NUMBERS
+13•••••••30
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WORK HISTORY
Jan 2024 — Present
Wealth Group Executive @Citi
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EDUCATION
2001 — 2005
UC Irvine
BS, Biology with a focus on Molecular Biology
SKILLS
Series 7Wealth ManagementAsset AllocationInvestment AdvisoryAsset ManagementInvestmentsStrategic Financial PlanningMutual FundsBondsEtfsRetirement PlanningMicrosoft ExcelRetirementRisk ManagementAlternative InvestmentsInvestment StrategiesFinancial ServicesSecuritiesSeries 6Hedge FundsAsset ManagmentEquitiesFinancial Planning
ABOUT ANDREW CHAN
Series 7, 66, 31, 9, 10 licensed.Life and health insurance licensed.
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