Dan Chan

Vice President at Noah Holdings

Dan Chan is an experienced professional in wealth management and financial advisory, currently serving as Vice President at Noah International since May 2023. Prior roles include Insurance Specialist at Citi, focusing on life insurance solutions, and Chief Wealth Management Advisor at Frontier Financial Advisory Services Ltd, where Dan offered comprehensive wealth planning and achieved significant revenue milestones. With a strong background in financial consulting and a history of excellence in sales performance, Dan has developed expertise in driving client satisfaction and achieving financial goals. Educational credentials include a Bachelor's degree in Hospitality Administration/Management from Swiss Hotel Management School and International Hospitality Management from the University of Derby.

Links

Previous companies

Citigroup logo
The Ritz-Carlton Hotel Company logo
Convoy Global logo

Org chart

Sign up to view 3 direct reports

Get started


Teams

This person is not in any teams