Chris Chen Email
Vice President, Correspondent and Institutional
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Chris Chen Location
- Toronto, ON, CA
Chris Chen Work
- 2018 - now Vice President, Correspondent and Institutional @ Aviso Wealth
- 2012 - now Vice President, Correspondent Services @
- 2008 - 2012 Vice President, Business Development @
- 2006 - 2008 Vice President, Service Delivery and Securities Lending @
- 2000 - 2006 Manager, Service Delivery @
- 1999 - 2000 Account Manager @
- 1998 - 1999 Supervisor, Mutual Fund Transaction Support @
- 1996 - 1998 Lead Officer and Trading Assistant, Mutual Fund Processing @
Chris Chen Education
- null
- Western University
Chris Chen Skills
- Direct Sales
- Sales Process
- Sales Presentations
- Strengthening Client Relationships
- Building Relationships
- New Business Development
- Coaching Staff
- Interpersonal Communication Abilities
- Business Process Improvement
- Service Delivery
- Cross-functional Team Leadership
- Management
- Financial Services
- Business Development
- Strategy
- Wealth Management
- Mutual Funds
- CRM
- Asset Management
- Trading
- Fixed Income
- Equities
- Securities
- Banking
- Strategic Planning
- Cross Functional Team Leadership
- Customer Service
- SQL
- Social Media
- Journalism
- Capital Markets
- Investment Strategies
- Risk Management
Chris Chen Summary
- Chris Chen, based in Toronto, ON, CA, is currently a Vice President, Correspondent and Institutional at Aviso Wealth. Chris Chen brings experience from previous roles at Credential, Penson Financial Services and TD Waterhouse. With a robust skill set that includes Direct Sales, Sales Process, Sales Presentations, Strengthening Client Relationships, Building Relationships and more. Chris Chen has 1 emails on RocketReach.
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