Eric Chan, Equitable Advisors | Find your best path for intro

Eric Chan

Financial Advisor

🏢 Job Change

(2 months ago)

Equitable Advisors

Your Organizational Collective Activity

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Last interaction was ** days ago.

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CRM Data

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Account Type******** ******

Account Owner****** *******

Account Opps/Deals

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Closed Won • Jan 25

**K $

Closed

Best path for intro

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Past Champion

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Colleague - Career Overlap

Leveraging your organizational collective network
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Erics’ Career Overlaps

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******* ********

Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Erics’ Past Experience

Equitable Advisors
Financial Advisor
Feb 25 - Present
Alliancebernstein
Private Wealth Associate
Mar 22- Aug 22
Institutional Cash Distributors Icd
Associate Trader
Jan 21- Feb 22

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