Alexander Chen

Current Employers

Employment History

• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brea, CA
• 05/2022 → 05/2024
  Crowdstreet Advisors
  Austin, TX
• 06/2019 → 05/2022
  Fortress Investment Group
  Dallas, TX
• 06/2018 → 02/2019
  Related Companies
  New York, NY
• 06/2013 → 06/2018
  Bny Mellon
  New York, NY
• 02/2019 → 06/2019
  N/A
  New York, NY
• 05/2024 → 07/2024
  N/A
  Irvine, CA
• 09/2024 → Present
  Bank Of America, N.A.
  Brea, CA

Other Businesses

I*:1964303Name of the other business: U-M Club of Orange County Whether the business is investment-related: No Address of the other business: Irvine, CANature of the other business: University alumni clubYour position: Board Member, Director at Large - Social Media ChairTitle, or relationship with the other business: Volunteer Start date of your relationship: 08/16/2024Approximate number of hours/month you devote to the other business: 3hrs mthlyNumber of hours you devote to the other business during securities trading hours: 0Briefly describe your duties relating to the other business: Volunteer for local chapter of alumni club for the University of Michigan Ann Arbor, providing graduates and families with opportunities to watch football, socialize, and network with other alumni. I help welcome alumni moving to the area, as well as notify alumni of upcoming alumni club events. I*: 2068273Entity Type: Entity Charitable Name of OBA: Newport Beach Public Library Foundation Address: Newport Beach, CAInvestment Related: NoPosition, Title, Association: CommitteeEmployee Start Date: 11/15/2024Number of Hours: 3 hrs mthlyNumber of Hours during trading: 0Duties: The Newport Beach Public Library Foundation funds valuable library resources, programs and services, and engages the community through the creation and sponsorship of diverse literary, cultural, and intellectual programs. The Development Committee supports staff with coordinating activities to raise awareness and visibility for the library and it's programs in the local community. I*: 2508276Entity Type: Charitable Name of OBA: California State University Fullerton - TCM Address: Fullerton, CA 92031Investment Related: NoPosition, Title, Association: Committee Employee Start Date: 8/15/2025Number of Hours: 3 hrs mthlyNumber of Hours during trading: 0 Duties: TCM is a student finance club at CSUF that focuses on leadership, teamwork, and oral and written communication skills to build solid foundational skills for careers in finance post-college and beyond. As a member of the advisory board, I will help mentor college students on career planning, networking, share best practices gained from industry experience as they prepare for capstone projects, research projects, and presentations as well as perform mock interview prep I*3123288, Entity Type: Entity Charitable, Name of OBA: Taiwanese Junior Chamber of Commerce of Orange County, Address: Irvine, California, 92602, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 11/05/2025, No Hours: 4 Monthly, No Hours during Trading: 0 Monthly, Duties: VP of Membership - welcoming new members at social events, attending chamber of commerce events, volunteering at events, Founded in 2017, TJCCOC is committed to helping young business owners, entrepreneurs, local businesses, and working professionals (ages 21-40) expand and grow their business, professional, and social networking opportunities. Through a variety of business education, career development, self-improvement, networking, and social events, TJCCOC provides a platform for members to share innovative ideas and business opportunities within their local chapter, as well as expand their network to North America and worldwide. TJCCOC also strives to promote Taiwanese-American culture through hosting and participating in local community events.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-24