Alice Wan

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Regional Director of Operations, Client Service- West Coast at BMO Wealth Management - U.S.|Irvine, California, United States

Position:

Regional Director of Operations, Client Service- West Coast at BMO Wealth Management - U.S.

Location:

Irvine, California, United States

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Last updated: 2026-04-14
Updated: 2026-04-14
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Work Experience 29 years

Regional Director of Operations, Client Service- West Coast at BMO Wealth Management - U.S.

Jan 2026 - Current

Wealth Analyst Team Manager at BMO Wealth Management - U.S.

Oct 2024 - Jan 2026

Assistant Vice President, Business Execution Consultant at Wells Fargo

Aug 2013 - Apr 2024

Assistant Vice President, Market Support Consultant at Wells Fargo

Sep 2004 - Aug 2013

Customer Service Manager at Wells Fargo

Mar 2001 - Sep 2004

Lead Teller/ Teller at Wells Fargo

Oct 1997 - Sep 2004

Alice Wan started working in 1997, then the employee has changed 1 company and 5 jobs. On average, Alice Wan works for one company for 5 years 3 months.

Education

Bachelor of Arts - BA at UC Irvine

Frequently Asked Questions

What is Alice Wan's minimum period of employment in the companies?

Alice Wan's minimum period of employment in various companies is 1 year 3 months.

What is Alice Wan's average duration of employment for different companies?

On average, Alice Wan works for one company for 6 years 3 months

What industries has Alice Wan worked in?

Alice Wan works in the Financial Services.

What positions has Alice Wan held before?

Previously, Alice Wan worked as a Wealth Analyst Team Manager, and Assistant Vice President, Business Execution Consultant, and Assistant Vice President, Market Support Consultant, and Customer Service Manager, and Lead Teller/ Teller.

How do I contact Alice Wan?

Alice Wan's phone number is +1-520-***-**74. Sign up to get contact details.

Who is the President/CEO/Director of the BMO Wealth Management - U.S.?

The President/CEO/Director of the BMO Wealth Management - U.S. is Ishmael

Alice Wan Namesakes

Name
Company
Position

Other employees at BMO Wealth Management - U.S.

Name
Company
Position
Nick Mosaquites
Director, Private Wealth Advisor for Entrepreneurs | Ultra-high net worth families | Complex Lending
Ishmael
Investment Service Specialist, President’s Club

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