Janet Chan

VP - Financial Consultant

+1 415-242-2317

Financial credentials

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

Experience

0 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2012-present
  • Financial Advisor Associate, Morgan Stanley Smith Barney, 2011-2012
  • Relationship Manager/Investment Consultant, Winship Wealth Partners, 2011-2011
  • Portfolio Manager, Mellon Capital Management, 2002-2010

Education

  • University of California, Berkeley
  • Bachelor of Arts, Double Major in Economics and English

Personal interests and affiliations

  • Cal Alumni
  • Parents for Public Schools - San Francisco
  • Lowell High School PTSA

Standard mailing address:

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

Modal can be closed by pressing Escape key.