Kalvin Chan
About Kalvin Chan
Kalvin Chan serves as the Assistant Staff Director at the Federal Reserve Bank of New York, a position he has held since 2015. He has extensive experience in financial management, having worked in various roles at JPMorgan Chase and Morgan Stanley, and holds an MBA in Financial Management from Pace University.
Current Role at Federal Reserve Bank of New York
Kalvin Chan serves as the Assistant Staff Director at the Federal Reserve Bank of New York. He has held this position since 2015, contributing to the organization for nine years. In this role, he collaborates with various teams, including Product, Technology, Operations, and Client Service, to drive change and enhance operational efficiency.
Previous Experience at JPMorgan Chase
Kalvin Chan has extensive experience at JPMorgan Chase, where he worked in various roles over a span of 15 years. His positions included Finance Analyst from 1988 to 1990, Business Controller from 1990 to 1993, and Vice President - Financial Operations Manager from 1993 to 2004. He also served as Executive Director - Broker Dealer Services from 2004 to 2010.
Experience at Morgan Stanley
From 2011 to 2015, Kalvin Chan worked at Morgan Stanley as a Personal Trust Analyst in the Global Wealth Management division. During his four years in this role, he operated in the Greater New York City Area, focusing on wealth management services.
Education and Certifications
Kalvin Chan holds an MBA in Financial Management from Pace University - Lubin School of Business. He also earned a BS in Industrial Engineering from Pratt Institute. Additionally, he is PMP Certified, demonstrating his expertise in project management methodologies.
Skills and Specializations
Kalvin Chan is recognized for his ability to comprehend and improve complex system interactions and process flows. He has a strong foundation in reference data-mining and analysis, which supports effective decision-making processes. His specialization includes executing business strategy projects in multifaceted business environments.