Carmen Chan's Location
Walnut Creek, CA, US
Carmen Chan's Work
- Financial Advisor @ MassMutual
- Financial Advisor @ MassMutual Pacific
- Senior Financial Consultant @ TD Ameritrade
- Home Loan Consultant @ PNC
- Investment Consultant @ JPMorgan Chase & Co.
- Senior Loan Officer @ countrywide home loan
- Investment Consultant @ Citi
- Investment Consultant @ Charles Schwab
Carmen Chan's Education
- California State University-Hayward
Bachelor of Science (BS) (Accounting and Marketing)
1992 - 1996
Carmen Chan's Skills
- Series 63
- Retirement Planning
- First Time Home Buyers
- Financial Planning
- Wealth Management Services
- Loan Origination
- Mortgage Banking
- Portfolio Management
- Investments
- Mortgage Lending
Carmen Chan's Summary
Carmen Chan, based in Walnut Creek, CA, US, is currently a Financial Advisor at MassMutual, bringing experience from previous roles at MassMutual Pacific, TD Ameritrade, PNC Bank and JPMorgan Chase. Carmen Chan holds a 1992 - 1996 Bachelor of Science (BS) in Accounting and Marketing @ California State University-Hayward. With a robust skill set that includes Series 63, Retirement Planning, First Time Home Buyers, Financial Planning, Wealth Management Services and more, Carmen Chan contributes valuable insights to the industry. Carmen Chan has 3 emails and 1 mobile phone number on RocketReach.
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