David Chan
Client Service Associate at Wetherby Asset Management
Based in San Francisco, United States
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Seniority
Staff
Department
Customer/Client Service
Location
San Francisco
Industry
Investment Management
Company size
29
Contact information
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d•••••••@wetherby.com
Phone
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Background
About David Chan
My name is David Chan, and I am currently working on my CFP designation. I am currently a Client Service Associate at Wetherby Asset Management. I have worked previously at First Republic Bank as a Senior Loan Specialist and a Credit Analyst.
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