Kai Wang 1

VP - Assistant Branch Manager

+1 914-722-6413

Financial credentials

  • Series 6, 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2023-present
  • AVP, Client Service Officer, Citigroup, Private Bank, 2022-2023
  • AVP, Wealth Relationship Manager, Citigroup, 2018-2022
  • VP, Branch Manager, JPMorgan Chase, 2017-2018
  • Relationship Banker, JPMorgan Chase, 2016-2017
  • Personal Banker, US Bank, 2015-2016

Education

  • BS, Computational Mathematics, University of Washington

Personal interests and affiliations

  • United Statement Military Army - 2009 - 2021

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

Additional branches

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