Sandy Chan is a Senior Vice President at Citi Private Bank, bringing over 25 years of experience in the financial services industry. With a strong background in M&A escrow transactions, they have developed extensive skills in customer due diligence, document review, account onboarding, cash management, tax reporting, and final releases. Prior to their current role at Citi, they served as Vice President at Wells Fargo, and held positions at BNY and Dai-Ichi Kangyo Bank of California. Sandy earned a Bachelor of Science in Finance from USC and an M.B.A. in Management from California State University - Los Angeles.
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