Ivan Zhong
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Ivan Zhong Email & Phone Number

Private Wealth Client Associate at Merrill Lynch
Location: Berkeley, California, United States 10 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Private Wealth Client Associate
Location
Berkeley, California, United States
Company size

Who is Ivan Zhong? Overview

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Quick answer

Ivan Zhong is listed as Private Wealth Client Associate at Merrill Lynch, a company with 166 employees, based in Berkeley, California, United States. AeroLeads shows a matched LinkedIn profile for Ivan Zhong.

Ivan Zhong previously worked as UC Berkeley Analyst at Scholars Of Finance and UC Berkeley Candidate at Scholars Of Finance. Ivan Zhong holds Bachelor Of Arts - Ba, Economics, Senior from University Of California, Berkeley.

Company email context

Email format at Merrill Lynch

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Merrill Lynch

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Profile bio

About Ivan Zhong

I am currently a fourth-year student at University of California, Berkeley in pursuit of a Bachelor of Arts in Economics. I’m extremely interested in opportunities and a career approach in Wealth Management, Finance, Investment Banking, Business Administration, Sports Management, Real Estate, Entrepreneurship and overall the business world. For any inquiries, you can contact me at ivanzhong3@berkeley.edu

Current workplace

Ivan Zhong's current company

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Merrill Lynch
Merrill Lynch
Private Wealth Client Associate
Berkeley, CA, US
Employees
166
AeroLeads page
10 roles

Ivan Zhong work experience

A career timeline built from the work history available for this profile.

Uc Berkeley Analyst

Current

Berkeley, California, United States

May 2024 - Present

Uc Berkeley Candidate

Berkeley, California, United States

University of California, Berkeley Chapter

Jan 2024 - May 2024

University Of California, Berkeley - Fit Staff

Current

Berkeley, California, United States

Watched over the entire gymnasium facility, and ensured safety amongst individuals working out through proper spotting and safety precautions in the Recreational Sports Facility. Sanitized and organized machines, weights, barbells, dumbbells, etc. Provided weightlifting and gym accessories, as well as answered questions individuals had regarding the gym.

Mar 2022 - Present

Chief Financial Officer

Current

California, United States

Jun 2022 - Present

School Co-Founder, Member

Salem, Oregon, United States

Arranged bi-weekly mathematic study sessions and informal tutoring for 30+ advanced studentsCreated the Honors Society application process at Sprague High School, evaluated and celebrated hard working individuals with interests/career focus relating to mathematics and analytics

Jan 2020 - Jun 2021
Team & coworkers

Colleagues at Merrill Lynch

Other employees you can reach at scholarsoffinance.org. View company contacts for 166 employees →

2 education records

Ivan Zhong education

High School Diploma

Activities and Societies: 4.4 GPA, Honor Roll, Senior Class President, Junior Class Secretary, Founder of Cultural Alliance Club, Founder.

FAQ

Frequently asked questions about Ivan Zhong

Quick answers generated from the profile data available on this page.

What company does Ivan Zhong work for?

Ivan Zhong works for Merrill Lynch.

What is Ivan Zhong's role at Merrill Lynch?

Ivan Zhong is listed as Private Wealth Client Associate at Merrill Lynch.

Where is Ivan Zhong based?

Ivan Zhong is based in Berkeley, California, United States while working with Merrill Lynch.

What companies has Ivan Zhong worked for?

Ivan Zhong has worked for Merrill Lynch, Scholars Of Finance, Business Review At Berkeley, University Of California, Berkeley, and Sweetmates Co..

Who are Ivan Zhong's colleagues at Merrill Lynch?

Ivan Zhong's colleagues at Merrill Lynch include James Tillman, Ignacio Brina, Dominic Belloli, Cole Strand, and Satya Patel.

How can I contact Ivan Zhong?

You can use AeroLeads to view verified contact signals for Ivan Zhong at Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Ivan Zhong attend?

Ivan Zhong holds Bachelor Of Arts - Ba, Economics, Senior from University Of California, Berkeley.

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