Matthew Chan
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Matthew Chan Email & Phone Number

Senior Associate - Private Wealth Management at Bernstein Private Wealth Management
Location: San Francisco Bay Area, United States, United States 12 work roles 5 schools
1 work email found @bernstein.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@bernstein.com
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Current company
Bernstein Private Wealth Management
Role
Senior Associate - Private Wealth Management
Location
San Francisco Bay Area, United States, United States
Company size
898 employees

Who is Matthew Chan? Overview

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Quick answer

Matthew Chan is listed as Senior Associate - Private Wealth Management at Bernstein Private Wealth Management, a company with 898 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at bernstein.com and a matched LinkedIn profile for Matthew Chan.

Matthew Chan previously worked as Associate - Private Wealth Management at Bernstein Private Wealth Management and Private Wealth Intern at Bernstein Private Wealth Management. Matthew Chan holds Bachelor Of Business Administration - Bba, Financial Management from California Polytechnic State University-San Luis Obispo.

Company email context

Email format at Bernstein Private Wealth Management

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{first}.{last}@bernstein.com
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AeroLeads found 1 current-domain work email signal for Matthew Chan. Compare company email patterns before reaching out.

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Profile bio

About Matthew Chan

I live my life guided by three virtues: (1) being open and friendly to others, (2) staying connected to my heritage and upbringing, and (3) maintaining a curious and open-minded approach to life. I love spending time in the mountains, but also enjoy the excitement of city life. I enjoy traveling and seeking out new experiences and have found fulfillment in my work in finance and professional selling, where I have had the opportunity to meet new people, tackle difficult problems, and help businesses grow and succeed.

Current workplace

Matthew Chan's current company

Company context helps verify the profile and gives searchers a useful next step.

Bernstein Private Wealth Management
Bernstein Private Wealth Management
Senior Associate - Private Wealth Management
San Francisco, CA, US
Website
bernstein.com
Employees
898
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Company profile
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12 roles

Matthew Chan work experience

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

Student Ambassador

Factset

United States

  • Led outreach events to promote FactSet's certifications and employment opportunities
  • Completed program as a top student ambassador through effective initiative efforts and community engagement
  • Demonstrated FactSet software to groups of students to communicate FactSet's array of functionalities
Nov 2022 - Jun 2023

Financial Analyst & Business Development Representative

Axented

New York, New York, United States

  • Analyze stocks, mutual funds, treasury securities, and commodities to compile a long-term portfolio to produce additional working capital
  • Manage and categorize transactional expenses utilizing Intuit QuickBooks software
  • Reconcile financial statement to ensure records were void of any discrepancies
  • Programmed sequences on Kennected to efficiently filter and target prospective leads
  • Interact with clientele to help tech start-ups, scale-ups, and enterprises build, scale, and manage remote teams
Jan 2022 - Dec 2022

Jr. Executive Sales Intern

Paycom

San Francisco, California, United States

  • Top three intern in the nation finding new leads and setting meetings with prospective clients
  • Collaborate with account executives to expand deal pipelines
  • Project manager for west coast interns and headed presentations to Paycom executives
Jun 2022 - Aug 2022

Podcast Associate

Cal Poly Entrepreneurs

San Luis Obispo, California, United States

  • Solicit prospective guests for “The Intrepid” podcast
  • Secured and coordinated interviews with CEOs, creators, producers, and musicians from Taiwan and China
  • Produced and published podcast episodes while utilizing GarageBand and Anchor software
Sep 2020 - Jan 2022

Growth Intern

Prophone (Yc W21)

Brooklyn, New York, United States

  • Effectively led growth team on growth initiatives
  • Cold called potential clients and built custom websites to help their business organically generate new leads
  • Tested, prototyped, and provided feedback for new products
  • Worked closely with the ProPhone CEO to generate new business and growth development initiatives
  • Guided and helped with the onboarding of new growth interns
Aug 2021 - Dec 2021

Founder

Resi

San Luis Obispo, California, United States

  • Resi is a streamlined reservation platform for public facilities that helps people and cities save time, money, and energy from the current fragmented reservation process that is currently being developed in Cal Poly.
  • Carried out customer development through customer interviews, surveys, and cold-calls
  • Led a team of six members to design, develop, and market a functioning minimum viable product
Sep 2020 - Apr 2021

Student Intern

Lawrence Hall Of Science, Uc Berkeley

Berkeley, California, United States

  • Data entry of information received from visitors at the Lawrence Hall of Science into data visualization software
  • Assisted and presented engineering displays to visitors on a daily bases
  • Assisted in creation of STEM projects to teach visitors STEM's real-world applications
May 2017 - Mar 2020

Assistant Language Teacher

The Piedmont Language School

Piedmont, California, United States

  • Instructed third and fourth graders how to read and write Chinese
Aug 2019 - Feb 2020

Tennis Instructor

Piedmont Recreation Department

Piedmont, California, United States

  • Instructed kids, from elementary to high school, on tennis skills and techniques.
Jun 2015 - Feb 2020
Team & coworkers

Colleagues at Bernstein Private Wealth Management

Other employees you can reach at bernstein.com. View company contacts for 898 employees →

RA Robert A. Westropp Jr. Robert A. Westropp Jr. Colleague at Bernstein Private Wealth ManagementLake Forest, Illinois, United States, United States View → RT Ryan Tobias Ryan Tobias Colleague at Bernstein Private Wealth ManagementGreater Seattle Area, United States View → JM Jordan Marschke Jordan Marschke Colleague at Bernstein Private Wealth ManagementMinneapolis, Minnesota, United States, United States View → SM Scott Mortensen Scott Mortensen Colleague at Bernstein Private Wealth ManagementMinneapolis, Minnesota, United States, United States View → JW Jacqueline Wang Jacqueline Wang Colleague at Bernstein Private Wealth ManagementUnited States, United States View → AV Anthony V. Thompson, Cfp ® Anthony V. Thompson, Cfp ® Colleague at Bernstein Private Wealth ManagementNew York, New York, United States, United States View → JM Jeffrey Moss Jeffrey Moss Colleague at Bernstein Private Wealth ManagementDallas-Fort Worth Metroplex, United States View → JA Jamil Awan Jamil Awan Colleague at Bernstein Private Wealth ManagementKarachi Division, Sindh, Pakistan, Pakistan View → TK Tino Kumba Tino Kumba Colleague at Bernstein Private Wealth ManagementGuwahati, Assam, India, India View → KS Km Sangeeta Sangeeta Km Sangeeta Sangeeta Colleague at Bernstein Private Wealth ManagementDelhi, India, India View →
5 education records

Matthew Chan education

High School Diploma

Piedmont High School
FAQ

Frequently asked questions about Matthew Chan

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

What company does Matthew Chan work for?

Matthew Chan works for Bernstein Private Wealth Management.

What is Matthew Chan's role at Bernstein Private Wealth Management?

Matthew Chan is listed as Senior Associate - Private Wealth Management at Bernstein Private Wealth Management.

What is Matthew Chan's email address?

AeroLeads has found 1 work email signal at @bernstein.com for Matthew Chan at Bernstein Private Wealth Management.

Where is Matthew Chan based?

Matthew Chan is based in San Francisco Bay Area, United States, United States while working with Bernstein Private Wealth Management.

What companies has Matthew Chan worked for?

Matthew Chan has worked for Bernstein Private Wealth Management, Factset, Axented, Paycom, and Cal Poly Entrepreneurs.

Who are Matthew Chan's colleagues at Bernstein Private Wealth Management?

Matthew Chan's colleagues at Bernstein Private Wealth Management include Robert A. Westropp Jr., Ryan Tobias, Jordan Marschke, Scott Mortensen, and Jacqueline Wang.

How can I contact Matthew Chan?

You can use AeroLeads to view verified contact signals for Matthew Chan at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Matthew Chan attend?

Matthew Chan holds Bachelor Of Business Administration - Bba, Financial Management from California Polytechnic State University-San Luis Obispo.

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