Alex Chan

Alex Chan, CFA, is an experienced finance professional currently serving as an Enterprise Customer Success Manager at TaxBit since October 2022. Prior to this role, Alex held several positions at ICONIQ Capital, including Senior Associate, where responsibilities included facilitating strategic relationships and providing investment guidance. Alex's career also includes roles at Watershed Asset Management, focused on trade operations and portfolio analysis, and Franklin Templeton Investments, where contributions involved portfolio management support and operational risk optimization. Earlier experience includes a position as a Wealth Management Intern at Merrill Lynch and finance training at Wall Street Prep. Alex holds a Bachelor of Science in Management Science from UC San Diego.