Michelle Chan

Michelle Chan Email and Phone Number

Morgan Stanley Private Wealth Management | CPA, CAMS, CPWPA @ Morgan Stanley
new york, new york, united states
Michelle Chan's Location
Hong Kong SAR, Hong Kong
About Michelle Chan

Michelle holds a Bachelors degree from University of Bath in Accounting and Finance. She is also a member of the Hong Kong Institute of Certified Public Accountants (“HKICPA”) and Certified Anti-Money Laundering Specialist (CAMS).Michelle is currently a Director in Morgan Stanley Private Wealth Management.Prior to joining Morgan Stanley, Michelle was a Manager of the Financial Services Risk and Regulations in PwC with more than 6 years of experience, specializing in providing regulatory advisory services to financial institutions. She has led several regulatory reviews and internal control reviews for various domestic and foreign financial institutions including retail, commercial and private banks, the Hong Kong Branch of foreign banking groups, asset and wealth managers and insurance companies. Furthermore, she has comprehensive knowledge towards AML/CTF and investment product selling process requirements in Hong Kong. In terms of commercial experience, she had secondment in the AML Team of a Private Bank and Internal Audit of an investment bank.

Michelle Chan's Current Company Details
Morgan Stanley

Morgan Stanley

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Morgan Stanley Private Wealth Management | CPA, CAMS, CPWPA
new york, new york, united states
Employees:
78669
Michelle Chan Work Experience Details
  • Morgan Stanley
    Private Wealth Management Asia
    Morgan Stanley Jun 2021 - Present
    Hong Kong Sar
    - Drive and facilitate projects such as process and system change, workflow streamline, platform enhancements including training delivery to enhance business efficiency and ensure compliance with regulations- Collaborate with various internal stakeholders throughout all phases, conduct day-to-day liaison, communication and coordination - Assist in maintaining governance frameworks to meet the needs of each project- Maintain and update manual / policies and procedures
  • Pwc Hong Kong And Mainland China
    Manager - Financial Services Risk And Regulation
    Pwc Hong Kong And Mainland China Oct 2019 - May 2021
  • Pwc Mainland China And Hong Kong
    Senior Associate - Financial Services Risk And Regulation
    Pwc Mainland China And Hong Kong Oct 2016 - Sep 2019
  • Pwc Hong
    Associate - Financial Services Practice
    Pwc Hong Oct 2014 - Sep 2016

Michelle Chan Skills

Selling Process Certified Public Accounting Financial Risk Cams Business Risk Product Suitability Assurance Accounting Anti Money Laundering Finance Compliance Risk Regulatory Compliance Financial Services Compliance Suitability

Michelle Chan Education Details

Frequently Asked Questions about Michelle Chan

What company does Michelle Chan work for?

Michelle Chan works for Morgan Stanley

What is Michelle Chan's role at the current company?

Michelle Chan's current role is Morgan Stanley Private Wealth Management | CPA, CAMS, CPWPA.

What schools did Michelle Chan attend?

Michelle Chan attended University Of Bath, Bellerbys College, Sacred Heart Canossian College.

What skills is Michelle Chan known for?

Michelle Chan has skills like Selling Process, Certified Public Accounting, Financial Risk, Cams, Business Risk, Product Suitability, Assurance, Accounting, Anti Money Laundering, Finance, Compliance Risk, Regulatory Compliance.

Who are Michelle Chan's colleagues?

Michelle Chan's colleagues are Mike King, William J. Knowles, Jeff Howard, Lacey Budniewski, Sönke Vosgerau, Mark Gordon, Prabodh Rai.

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