Carolyn Chan

VP - Financial Consultant

+1 415-242-2302

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant Partner, Charles Schwab, 2020-2021
  • Associate Financial Consultant, Charles Schwab, 2018-2020
  • Registered Client Service Associate, Merrill Lynch Wealth Management, 2017-2018
  • Registered Client Service Associate, UBS Wealth Management, 2016-2017
  • Client Service Manager, Standard Chartered Private Bank, 2011-2014

Education

  • University of California, Los Angeles - B.A. Major in International Economics, Specialization in Computer Programming
  • Hong Kong University of Science and Technology - MSc. Investment Management

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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