Mr. Chyou is a respected and accomplished financial adviser and senior vice president at Merrill Lynch Wealth Management who has dedicated over 25 years to the financial services industry.
WALNUT CREEK, CA, September 06, 2024 /24-7PressRelease/ -- Omar Chyou has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Chyou is a respected and accomplished financial adviser and senior vice president at Merrill Lynch Wealth Management who has dedicated over 25 years to the financial services industry. Since joining his firm in 2023, he has leveraged his extensive expertise to provide exceptional service to his clients. Critical to his success, Mr. Chyou remains focused on providing comprehensive wealth management expertise based on their short- and long-term goals.
Leveraging years of former experience in financial services, Mr. Chyou began his career with Wells Fargo Bank, where he served as a personal banking officer from 1996 to 1998. During this period, he gained valuable insights into banking operations and the intricacies of financial systems. In 1998, Mr. Chyou transitioned to assistant vice president and portfolio manager, managing investment portfolios, and later recruited to Goldman Sachs as a financial advisor from 2000 to 2002, further honing his skills in investment management. In 2002, he briefly worked as a financial advisor at Union Bank of Switzerland (UBS) before transitioning his career back into the private banking world for the next 15 years serving as a senior vice president for Citi Private Bank, Wells Fargo Private Bank and The Private Bank of U.S. Bank until 2017.
Further elevating his career, Mr. Chyou served as Market President at First Western Trust in Denver, CO where he led a seasoned team of financial professionals covering the high-net-worth markets as well as serving as a Director at Union Bank Private Bank for the Silicon Valley markets.
Mr. Chyou holds a bachelor's degree in economics from Stanford University and a Master of Business Administration from Instituto de Empresa Business School in Madrid, Spain. Highly qualified in his industry, he garnered numerous qualifications that have enhanced his professional capabilities, including a Certified Trust and Fiduciary Advisor (CTFA™) designation from the American Bankers Association, a Certified Investment Management Analyst (CIMA®) designation from the Investments and Wealth Institute, an Accredited Wealth Management Advisor (AWMA®) through the College for Financial Planning, and an Accredited Investment Fiduciary (AIF®) from fi360. Lastly, Omar holds his NMLS, life insurance licenses in California and Colorado, and various securities licenses, including Series 7, 63, 65 and 66.
Beyond his professional achievements, Mr. Chyou is actively involved in civic organizations. He is involved with the Alcosta Senior & Community Center in San Ramon, CA and is formerly a board member of Opera San Jose and the Hispanic Foundation of Silicon Valley.
A well-written writer, Mr. Chyou has contributed to several publications, including 'Launching the Tesla Model X in A well-written writer, Mr. Chyou has contributed to several publications, including 'Launching the Tesla Model X in the USA: From Word of Mouth to Mass Marketing?' by Instituto de Empresa Publishing in 2014.
Mr. Chyou's contributions have been recognized through various awards, including The Golden Coach Award from Wells Fargo between 1996 and 1998 and being ranking third nationally as a Top Wealth Advisor by U.S. Bank in 2014.
Attributing his success in prioritizing his clients' needs, Mr. Chyou strives to deliver outstanding results that prompt client recommendations. His commitment to exceptional service has effectively grown his client base and expanded his business. Looking toward the future, Mr. Chyou plans to collaborate on a project with City Lifestyle magazine for an upcoming issue, highlighting him as one of its financial partners.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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