Carmen Chan Email & Phone Number
Financial Advisor @ Golden Summit Wealth & Insurance Solutions
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Carmen Chan Location
- Walnut Creek, CA, US
Carmen Chan Work
- Financial Advisor @ (February 2020 - Present)
- Financial Advisor @ MassMutual Pacific (February 2020 - Present)
- Senior Financial Consultant @ (September 2011 - October 2019)
- Home Loan Consultant @ (November 2010 - August 2011)
- Investment Consultant @ (January 2008 - January 2011)
- Senior Loan Officer @ countrywide home loan (January 2005 - January 2008)
- Investment Consultant @ (January 2002 - January 2005)
- Investment Consultant @ (January 1998 - January 2002)
Carmen Chan Education
- California State University - East Bay
Bachelor of Science (BS) (Accounting and Marketing)
1992-1996
Carmen Chan Skills
- Anti-Money Laundering
- Asset Allocation
- Asset Management
- Business Process Improvement
- Communication
- Equities
- FHA
- FINRA
- Finance
- Financial Planning
- Financial Services
- First Time Home Buyers
- Investment Advisory
- Investment Properties
- Investment Strategies
- Investments
- Loan Origination
- Loans
- Mortgage Banking
- Mortgage Lending
- Mutual Funds
- Portfolio Management
- Problem Solving
- Product Specialists
- Refinance
- Residential Mortgages
- Retirement Planning
- Risk Management
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth Management
- Wealth Management Services
- Investment Banking
Carmen Chan Summary
- Carmen Chan, based in Walnut Creek, CA, US, is currently a Financial Advisor at Golden Summit Wealth & Insurance Solutions. Carmen Chan brings 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 - East Bay. With a robust skill set that includes Anti-Money Laundering, Asset Allocation, Asset Management, Business Process Improvement, Communication and more. Carmen Chan has 2 mobile phone numbers on RocketReach.
Looking for a different Carmen Chan?
Find contact details for 700 million professionals.
Others Named Carmen Chan
Carmen Chan
Executive Director, Digital Marketing
Los Angeles, CA, US
Top Golden Summit Wealth & Insurance Solutions Employees
Daniel Blum
Senior Vice President
Roseville, CA, US
Zubin Thomas
Financial Advisor
California, United States
Richard Hsu
Financial Professional
California, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co