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Joey Y. Fan
Board Member
Position:
Vice President
Senior Relationship Manager
Bank of America
​Merrill Lynch

Work City:
City of Industry /
San Gabriel Valley

Industry Type: 
Commercial Banking
​Specialty:
Lending and Treasury Management Services to business with revenues of over $5.0MM​

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Email: 
Joey.y.fan@baml.com


Work Phone: 
(626) 934-4359
BIO
Joey Fan is a Vice President, Senior Relationship Manager for Bank of America's City of Industry San Gabriel Valley Business Banking Group. In this capacity, his responsibilities consist of leading a team of financial specialists to deliver tailored credit, deposit, and cash management solutions for privately-held companies with annual revenues from $5 million to $50 million. These businesses include retailers, wholesalers, manufacturers, import/exporters, distributors, logistics, and transportation providers, professional services, healthcare services, real estate and non-profit organizations.

Joey joined Bank of America Merrill Lynch in 2015 and is based out of City of Industry, CA. Prior to joining the bank, he was a Business Relationship Officer, Business relationship Manager and Business Client Advisor for the Los Angeles, Inland Empire / Orange Business Banking Group of Union Bank for 13 years.

Activities involved in the community include volunteering works for Tzu Chi Foundation, a non-profit organization, for its various community services, including nursing home visitations, Food Bank Volunteering, medical outreach, and providing food and necessities for the needed elderly and homeless. Joey also services as volunteer for student driver, and assisting the treasurer for Bank and Color Guard ooster of Ayala High school in Chino Hills. Joey is a founding member of Asian Pacific CPA Association, which is a non-profit organization founded in 2016 with members consisted of mainly business professionals.

Born and grew up in Taiwan until 14, Joey came to United States and started his high school in Southern California. He graduated from California State University of Los Angeles with a BA degree in Business Administration / Finance, and minor in Economics. Joey lives with his wife, Kathy, and his daugher, Charlene in Chino Hills, CA.
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