Chelsea Wang

Finance

Consumer Services

Profile

Ms. Wang joined MAI in 2010 with 3 years of public accounting experience.
Prior to MAI, she was a staff accountant at Lytkowski & Co., where she provided individual and corporation tax services which included, tax research, financial statements compilation and review, and tax advice on individual and corporation issues.
She started her career at Levi, Yetnikoff, CA’s in Montreal.
Ms. Wang received her Bachelor’s of Commerce from Concordia University and is currently attending Cleveland State University to obtain her Masters in Accountancy.
Chelsea is currently in the certification process to acquire her CPA designation.

Former positions of Chelsea Wang

Companies	Position	End
MAI Capital Management LLC MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms.	Corporate Officer/Principal	-

See the detail of Chelsea Wang's experience

Training of Chelsea Wang

Concordia University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies