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 @ Fidelity Investments
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2015 - 2021 Financial Consultant @ Fidelity Investments
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2012 - 2015 Investments Representative @ Fidelity Investments
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2011 - 2012 Relationship Officer, Assistant Vice President @ HSBC
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2006 - 2011 Premier Relationship Manager, Assistant Vice President @ HSBC
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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

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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.

Charles Chan Emails

Found 2 emails

Charles Chan Phone Numbers

Found 3 phone numbers

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