David Chang
About David Chang
David Chang is the Manager of Account Management at Guideline, with a background in finance and a degree in Psychology from California State University, Fullerton.
Title
David Chang is currently the Manager of Account Management at Guideline, based in Austin, Texas. He has held this position since 2019.
Company
David Chang currently works at Guideline, a company involved in retirement plan management. He became part of the company’s workforce in 2018, starting as an Account Manager before being promoted to Manager of Account Management in 2019.
Work Experience at Morgan Stanley
Between 2016 and 2018, David Chang worked at Morgan Stanley in the San Francisco Bay Area. He served as a Registered Associate, contributing to the firm's financial and client relationship services.
Previous Role at Bank of America
From 2015 to 2016, David Chang was a Relationship Manager at Bank of America in the Greater Los Angeles Area. His role spanned six months and involved managing client relationships.
Education and Expertise
David Chang studied at California State University, Fullerton, where he earned a Bachelor of Arts (BA) in Psychology. His education, completed between 2008 and 2012, provides a strong foundation for his roles in relationship and account management.