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Ivan Zhong Email & Phone Number
Private Wealth Client Associate
at
Merrill Lynch
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
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 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
10 roles
Ivan Zhong work experience
A career timeline built from the work history available for this profile.
Uc Berkeley Analyst
Current
May 2024 - Present
Jan 2024 - May 2024
President
Current
Apr 2024 - Present
Director Of Internal Operations
Nov 2023 - Apr 2024
Internal Operations Member
Aug 2023 - Nov 2023
University Of California, Berkeley - Fit Staff
CurrentWatched 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
Jun 2022 - Present
Wealth Management Intern
Jun 2023 - Aug 2023
School Co-Founder, Member
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 →
RL
Riley Leonard
Colleague at Merrill LynchDurham, North Carolina, United States
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TT
Theodore Tsiamtsiouris
Colleague at Merrill LynchManhasset, New York, United States
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VA
Valentina Akhtar
Colleague at Merrill LynchDallas, Texas, United States
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JF
Julia Freedman
Colleague at Merrill LynchNorthport, New York, United States
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ES
Erin Smith
Colleague at Merrill LynchOrinda, California, United States
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AT
Ahnaf Tahsin
Colleague at Merrill LynchHouston, Texas, United States
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ER
Ernie Revilla
Colleague at Merrill LynchWashington, District Of Columbia, United States
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IB
Ignacio Brina
Colleague at Merrill LynchRidgefield, Connecticut, United States
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CT
Cody Thompson
Colleague at Merrill LynchEast Bend, North Carolina, United States
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JP
Jocelyn Prieto
Colleague at Merrill LynchNew York, United States
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Riley Leonard
Colleague at Merrill LynchDurham, North Carolina, United States
View →
TT
Theodore Tsiamtsiouris
Colleague at Merrill LynchManhasset, New York, United States
View →
VA
Valentina Akhtar
Colleague at Merrill LynchDallas, Texas, United States
View →
JF
Julia Freedman
Colleague at Merrill LynchNorthport, New York, United States
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ES
Erin Smith
Colleague at Merrill LynchOrinda, California, United States
View →
AT
Ahnaf Tahsin
Colleague at Merrill LynchHouston, Texas, United States
View →
ER
Ernie Revilla
Colleague at Merrill LynchWashington, District Of Columbia, United States
View →
IB
Ignacio Brina
Colleague at Merrill LynchRidgefield, Connecticut, United States
View →
CT
Cody Thompson
Colleague at Merrill LynchEast Bend, North Carolina, United States
View →
JP
Jocelyn Prieto
Colleague at Merrill LynchNew York, United States
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2 education records
Ivan Zhong education
Bachelor Of Arts - Ba, Economics, Senior
High School Diploma
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 Riley Leonard, Theodore Tsiamtsiouris, Valentina Akhtar, Julia Freedman, and Erin Smith.
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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