Harriman Chiang

Account Executive at Wealthbox

Harriman Chiang has a diverse work experience that spans various roles and industries.

Starting in 2013, Harriman worked as a Business Broker Intern at First Choice Business Brokers. In this role, they gained experience in the field of business brokerage.

In 2014, Harriman joined New York Life Insurance Company as an Agent, where they worked until 2015. During this time, they focused on selling insurance policies.

From 2015 to 2017, Harriman served as a Personal Banker at Wells Fargo. Here, they provided personalized banking services to clients, managing their accounts and helping them with various financial needs.

In 2017, Harriman transitioned to JPMorgan Chase Bank, N.A., starting as a Relationship Banker. Harriman worked in this role for three years before becoming a Private Client Banker in 2020. In these roles, Harriman focused on building and maintaining relationships with clients, providing financial services and advice.

In 2021, Harriman joined First Savings Mortgage Corporation as a Loan Officer Associate. In this role, they assisted in the mortgage loan application process, assessing eligibility of applicants and providing guidance on loan options.

Currently, Harriman is working at Wealthbox as a Sales Development Representative. Harriman started in September 2022 and is currently in this position.

Overall, Harriman Chiang's work experience showcases their ability to adapt to different industries and roles, while consistently providing excellent customer service and building strong relationships with clients.

Harriman Chiang attended UC San Diego between 2010 and 2015, where they pursued a degree in Management Science with a focus on Business/Managerial Economics.

Links

Timeline

  • Account Executive

    August 1, 2023 - present

  • Enterprise SDR

    June 1, 2023

  • Sales Development Representative

    September, 2022