Charles Chan Email & Phone Number
Vice President, Financial Consultant @ Fidelity Investments
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Charles Chan Location
- New York, NY, US
Charles Chan Work
- 2021 -now Vice President, Financial Consultant @
- 2015 -2021 Financial Consultant @
- 2012 -2015 Investments Representative @
- 2011 -2012 Relationship Officer, Assistant Vice President @
- 2006 -2011 Premier Relationship Manager, Assistant Vice President @
Charles Chan Education
- Rutgers, The State University of New Jersey-Newark
BA (Finance)
Charles Chan Skills
- Portfolio Management
- Microsoft Word
- Project Management
- Banking
- Microsoft Excel
- Investments
- Microsoft Office
- PowerPoint
- Private Banking
- Excel
- Consumer Lending
- Compliance
- Pivot Tables
- Wealth Management
- Remediation
Charles Chan Summary
- Charles Chan, based in New York, NY, US, is currently a Vice President, Financial Consultant at Fidelity Investments. Charles Chan brings experience from previous roles at Fidelity Investments and HSBC Private Bank. Charles Chan holds a BA in Finance @ Rutgers, The State University of New Jersey-Newark. With a robust skill set that includes Portfolio Management, Microsoft Word, Project Management, Banking, Microsoft Excel and more. Charles Chan has 2 emails and 2 mobile phone numbers on RocketReach.
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