Monica Chan
About Monica Chan
Monica Chan is a Dividend Analyst at TD Ameritrade, with expertise in corporate actions related to dividends and a strong background in customer relationship management and hospitality.
Current Title and Role
Monica Chan currently serves as a Dividend Analyst in Corporate Actions at TD Ameritrade, a role she has held since 2020 in Southlake, Texas. Her responsibilities include analyzing corporate actions related to dividends, which involves understanding complex financial transactions and their impact on shareholders.
Past Professional Experience
Monica Chan's career includes various roles across different industries. In 2020, she worked as a Data Analyst at TD Ameritrade for one month in Southlake, Texas. She also had a brief stint at Kroger as an E-Commerce Lead Associate for two months in Fort Worth, Texas. Additionally, she managed the Starbucks outlet at Hotel Crescent Court in Dallas, Texas, for seven months in 2020, and again for 11 months from 2018 to 2019. Earlier in her career, she was employed by Fidelity Investments as a Client Retirement Services Associate for five months from 2019 to 2020 in Westlake, Texas.
Industry Skills and Expertise
Monica Chan possesses significant expertise in analyzing corporate actions related to dividends. Her skill set includes understanding complex financial transactions and their consequences for shareholders. Additionally, she has strong customer relationship management skills, which are critical for maintaining and enhancing client satisfaction in the financial services industry. She is proficient in Microsoft Office, a vital tool for data analysis and reporting in her current role.
Educational Background
Monica Chan studied at Tarrant County College, where she earned an Associate of Arts (AA) in Early Childhood Education and Teaching. She also attended Florida Gulf Coast University and achieved a Certificate in Medical Administrative/Executive Assistant and Medical Secretary in 2013. Her academic background provides a strong foundation for her analytical and managerial roles.
Customer Service and Hospitality Experience
Monica Chan has a robust background in hospitality, having managed Starbucks outlets at both Hotel Crescent Court and various Kroger locations. She worked as a Starbucks Manager at Hotel Crescent Court twice, once for 11 months from 2018 to 2019 and again for seven months in 2020. At Kroger, she held multiple roles, including Starbucks District Manager/Coordinator and Beer/Wine Manager. Her diverse experience in hospitality has honed her ability to provide excellent customer service and manage client interactions effectively.