Jerry Chan
About Jerry Chan
Jerry Chan is a Senior Wealth Strategy Associate at UBS in San Francisco, California, where he has worked since 2019. He has previous experience at Morgan Stanley and Renew Financial, and he holds a BA in Economics from the University of California, Davis.
Work at UBS
Jerry Chan has been employed at UBS as a Senior Wealth Strategy Associate since 2019. In this role, he focuses on providing tailored wealth management strategies to clients in San Francisco, California. Prior to his current position, he worked at UBS as a Registered Client Service Associate from 2007 to 2013. His extensive experience at UBS has contributed to his expertise in wealth management and client services.
Previous Experience at Morgan Stanley
Before joining UBS, Jerry Chan worked at Morgan Stanley as a Sales Associate from 2013 to 2015. During his tenure, he was involved in sales and client engagement activities, which helped him develop skills in financial services and client relationship management. This experience laid the groundwork for his later roles in wealth strategy.
Education and Expertise
Jerry Chan studied at the University of California, Davis, where he earned a Bachelor of Arts in Economics. His education provided him with a solid foundation in economic principles, which he applies in his current role in wealth management. His academic background supports his analytical skills and understanding of financial markets.
Career at Renew Financial
From 2015 to 2019, Jerry Chan served as Manager of Commercial PACE at Renew Financial in Oakland, California. In this position, he managed commercial property assessed clean energy financing projects, contributing to the growth of sustainable energy initiatives. His role involved overseeing project management and client relations.
Professional Journey in San Francisco
Jerry Chan has built a significant part of his career in San Francisco, California. His professional journey includes various roles in the financial services sector, allowing him to gain diverse experience in client service, sales, and wealth strategy. His continuous presence in the San Francisco market has enabled him to develop a robust network and understanding of local financial needs.