C. Chen Email & Phone Number
Lead Escalations Specialist - Registered @ Wells Fargo Advisors
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C. Chen Location
- Charlotte, NC, US
C. Chen Work
- 2024 -now Lead Escalations Specialist - Registered @
- 2021 -2024 Virtual Premier Banker Team Lead (LIC) @
- 2019 -2021 Relationship Consultant @
- 2014 -2019 Associate Vice President - Investments @
- 2004 -2014 Retirement Plan Consultant @
- 1996 -2004 Investment Management Consultant @ PRUDENTIAL SECURITIES/ WACHOVIA SECURITIES
C. Chen Education
- Duke University - The Fuqua School of Business
MBA (Finance)
2003-2005 - Duke University
Bachelor of Science (Psychology, Economics)
1992-1996 - George Walton High School
C. Chen Skills
- FactSet
- Profit Sharing
- Portfolio Management
- Retirement Plan Consulting
- Transition Management
- Offshoring
- Financial Analysis
- Strategy
- Enterprise Software
- Leadership
- Strategic Partnerships
- Entrepreneurship
- Start Ups
- SaaS
- Executive Management
- Product Management
- Strategic Planning
- Venture Capital
- Business Development
- Cloud Computing
- Management
- Go to Market Strategy
- Business Strategy
- Analytics
- Program Management
- Corporate Development
- Mergers and Acquisitions
- Business Alliances
- Product Marketing
- Mobile Devices
- Big Data
- Angel Investing
- Cross Functional Team Leadership
- CRM
- Business Intelligence
- Marketing Strategy
- Public Speaking
- Competitive Analysis
- Mobile Technology
- Integration
- E Commerce
- Consulting
- IT Strategy
- Board Governance
- Integrity
- Board of Directors
- Management Consulting
- Social Media
- Mobile Applications
- Marketing
- Organizational Effectiveness
- CEOs
- C Level Management
- Product Development
- Mergers
- Fundraising
- Organizational Leadership
C. Chen Summary
- C. Chen, based in Charlotte, NC, US, is currently a Lead Escalations Specialist - Registered at Wells Fargo Advisors. C. Chen brings experience from previous roles at Wells Fargo, Wells Fargo Advisors and UBS FINANCIAL SERVICES INC.. C. Chen holds a 2003 - 2005 MBA in Finance @ Duke University - The Fuqua School of Business. With a robust skill set that includes FactSet, Profit Sharing, Portfolio Management, Retirement Plan Consulting, Transition Management and more. C. Chen has 1 emails and 3 mobile phone numbers on RocketReach.
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