Alfonso Wong
About Alfonso Wong
Alfonso Wong is a Relationship Banker at Chase in the San Francisco Bay Area, where he has worked since 2019. He has a diverse background in finance and technology, with previous roles at First Republic Bank and Gigabox Computers, and holds several FINRA certifications.
Work at Chase
Alfonso Wong has been employed at Chase as a Relationship Banker since 2019. In this role, he operates in the San Francisco Bay Area, focusing on building lasting relationships with clients. He proactively meets with clients both in person and over the phone to assess their financial needs. Wong collaborates with Financial Advisors, Mortgage Bankers, and Business Relationship Managers to deliver tailored financial solutions.
Previous Experience
Prior to his current position at Chase, Alfonso Wong held several roles in the financial and technology sectors. He worked as a KYC Specialist at First Republic Bank from 2016 to 2019, where he focused on client due diligence. Before that, he served as a Clerk at the Law Office of Frank Tse for four months in 2008. Additionally, Wong worked as a Computer Technician at Gigabox Computers for six months in 2013 and 2014, and he was a Team Member at Beta Theta Pi from 2014 to 2015.
Education and Expertise
Alfonso Wong earned a Bachelor of Science degree in Managerial Economics from the University of California, Davis, where he studied from 2014 to 2016. His educational background supports his expertise in financial services. He holds several certifications, including FINRA Series 6, 63, and SIE, which are essential for his role as a Relationship Banker.
Leadership Roles
In addition to his professional experience, Alfonso Wong has held leadership positions. He served as President of Beta Theta Pi in 2015 for 11 months while studying at the University of California, Davis. This role involved overseeing team activities and fostering a collaborative environment among members.