Tan Doan, ChFC®, has extensive experience in the financial services industry, currently serving as the Associate Banker and VP of the Law Firm Group at Citi since December 2024. Prior to this role, Tan held positions including Senior Relationship Manager at City National Bank and Wealth Relationship Manager at Citi, where management skills were demonstrated by overseeing a significant book of high net worth clients, achieving notable asset growth. Earlier experience includes serving as a Premier Banker at Wells Fargo, where Tan developed tailored financial plans and collaborated with various banking divisions to maximize client services. Initial roles included being a Relationship Banker at JPMorgan Chase & Co. and an Inside Sales Representative at Global Medical Direct, LLC. Tan earned a Bachelor of Science in Finance from San Diego State University and has a solid track record of enhancing client relationships and driving financial success.
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