ANDREW T CHAN, M.D.
Osteopathic Medicine at Fruit St, Boston, MA

Senior Associate at Western Asset Management

Financial Services

Western Asset Management - Pasadena, CA since Apr 2013 - Senior Associate PIMCO - Newport Beach, CA Oct 2009 - Apr 2013 - Compliance Analyst State Street IMS - Newport Beach, CA Mar 2009 - Oct 2009 - Transitions Associate State Street IMS - Irvine, CA Nov 2008 - Mar 2009 - Pricing Analyst State Street - Boston, MA Oct 2007 - Nov 2008 - Fund Accounting Associate Customs and Border Protection - Boston, MA Jun 2003 - Jun 2007 - United States Customs and Border Protection

Boston University
Bachelor of Arts (B.A.) Thayer Academy
High School University of Massachusetts Boston
M.A., History and Education

Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Powerpoint, Microsoft Outlook, Microsoft CRM, Business Objects, Business Query, Bloomberg Terminal, Reuters, Markit, Omgeo Alert, IDC, Finance, Bonds, Bloomberg, Fund Accounting, Financial Services, Fixed Income, PowerPoint

Investing, reading, lacrosse, soccer, basketball, running, guitar

Principal Advisor and Founder at Integrative Financial Advisors LLC

Financial Services

Integrative Financial Advisors LLC since Aug 2008 - Principal Advisor and Founder Family Financial Architects Inc. Mar 2006 - Jul 2008 - Senior Financial Advisor Tofias Financial Advisors LLC Mar 2002 - Mar 2006 - Financial Planner Sonexis 2000 - 2001 - Director Corporate Development SwiftTouch Corporation 1998 - 1999 - Director Business Development Cahners Publishing (Reed Business Information) 1996 - 1998 - Business Development Manager (Electronic Media Group) Continental Cablevision, Inc. 1993 - 1996 - Senior Financial Analyst Tofias PC 1988 - 1993 - Financial Consultant

University of Pennsylvania - The Wharton School 2008 - 2008
CIMA, CIMA Executive Education Program Boston University 2002 - 2005
CFP, Boston University Program for Financial Planners Boston University - School of Management 1986 - 1990
BS/BA, Finance & Management Information Systems

Tax Associate at Ernst & Young

Law Practice

Ernst & Young - McLean, VA since Oct 2012 - Tax Associate William & Mary Federal Tax Clinic - Williamsburg, VA Aug 2011 - Dec 2011 - Student Advocate Leerink Swann - Boston, MA Jun 2011 - Aug 2011 - Summer Law Clerk LeClairRyan - Williamsburg, VA Sep 2010 - May 2011 - Legal Extern Mintz Levin - Boston, MA Jun 2010 - Aug 2010 - Summer Law Clerk EMC Corporation - Westborough, MA May 2006 - Aug 2008 - Finance Intern

The College of William and Mary - Marshall Wythe Law School 2009 - 2012
J.D., coursework emphasis in Tax and Business law The College of William and Mary 2005 - 2009
B.B.A., magna cum laude, Finance National University of Singapore 2007 - 2007

Legal Research, Legal Writing, Legal Services, Securities Law, Securities Regulation, Tax Law, Tax Compliance, LexisNexis, Westlaw

Member of the Bar, Virginia State Bar

Compliance Manager at Wellington Management

Investment Management

Wellington Management since Jun 2011 - Compliance Manager Wellington Management Apr 2008 - Jun 2011 - Senior Compliance Analyst State Street Global Advisors Sep 2004 - Apr 2008 - Principal / Compliance Officer

Mutual Funds, Bloomberg, Securities, Fixed Income, Hedge Funds, Equities, Asset Managment, Investments, Derivatives, Investment Management, Investment Company Act, Investment Advisers Act, Risk Management, ETFs, Portfolio Management

Physician at Massachusetts General Hospital, Associate Professor of Medicine at Harvard Medical School

Hospital & Health Care

Massachusetts General Hospital - Physician Harvard Medical School since 2004 - Associate Professor of Medicine

Gastroenterologist

55 Fruit St, Boston, MA 02114

American Board of Internal Medicine Sub-certificate in Gastroenterology (Internal Medicine)

Gastroenterology

MASSACHUSETTS GENERAL HOSPITAL
55 Fruit St, Boston 02114
(617) 726-2000 (Phone), (617) 724-5843 (Fax)
MASSACHUSETTS GENERAL HOSPITAL
55 Fruit St, Boston 02114
(617) 726-8705 (Phone), (617) 724-2710 (Fax)
MASSACHUSETTS GENERAL HOSPITAL
55 Fruit St, Boston 02114
(617) 726-2000 (Phone), (617) 726-5715 (Fax)
MASSACHUSETTS GENERAL HOSPITAL
55 Fruit St, Boston 02114
(617) 726-2000 (Phone), (617) 726-7474 (Fax)
55 Fruit St, Boston 02114
(617) 726-3212 (Phone), (617) 724-6832 (Fax)

Gastroenterology, 2004, Internal Medicine, 2000

Healthgrades Honor Roll

English