Christie Chan

Christie Chan

Assistant Vice President; Wealth Management Associate at Merrill Lynch

Role
Assistant Vice President Wealth Management Associate at Merrill Lynch
Location
New York, NY, US
LinkedIn followers
500 followers

Experience

  1. Assistant Vice President Wealth Management Associate

    Merrill Lynch

    Sep 2025 — Present · New York, NY, US

    Manage investor relations and oversee fund-level liquidations and in-kind distributions (domestic and international) within Merrill’s Venture Services Group, a top wealth management team serving venture capital and private equity clients.

Education

  • University of California, Davis

    Bachelor of Science - BS, Business/Managerial Economics

    2014 — 2018

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