Bing Chan, Client Service Manager

As the Client Service Manager, Bing has an opportunity to employ her passion for helping clients with their complex financial needs. She thrives on exceeding client expectations. Her goal is to make every interaction at Bell Investment Advisors an exceptional experience. Bing can be trusted to exhibit the highest integrity and service your needs with efficiency and care.

Bing came to Bell Investment Advisors in 2005 as a Client Services Specialist and was promoted in 2006 to Client Service Manager. She is also a member of our Investment Committee. Her financial services career includes 14 years at Charles Schwab, where she worked with mutual funds, investment advisory, fixed income, and brokerage operations.

Bing graduated from New York State University at Stony Brook where she earned a bachelor’s degree in applied mathematics and statistics. She speaks Cantonese and Mandarin. Bing holds a Series 65 securities license.

Bing has a great appreciation for opera. One of her dreams is to become a violist in her retirement. For now, she is happy to paint with oils and watercolors on weekends.

To contact Bing call 800-700-0089

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