Vivian Chan is Director of Client Services and Chief Administration Officer at Palumbo Wealth Management. She is responsible for enhancing the client experience by servicing clients about their account transactions, answers client inquiries and maintains the flow of information between the team and our clients. Vivian also provides operational and administrative support to the firm.
With 20 years of experience in the financial services industry, Vivian’s most recent roles at UBS Financial Inc. covered leading branch office administration duties, which included cash management functions, processing securities and correspondence, keeping records and performing margin activities, maintaining new account processes, support and drive firm initiatives, and maintain risk awareness and regulatory knowledge. Vivian joined Palumbo Wealth Management Group at UBS as a client service associate where she was in charge of developing and enhancing the client experience.
Vivian attended Dowling College and is fluent in Mandarin, Cantonese and Shanghainese. She resides in Mt. Sinai, New York with her long-time partner Ron. She enjoys travel, cooking, foreign languages and working out.