Chris Chen Email & Phone Number
Vice President, Correspondent and Institutional
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Chris Chen Location
- Toronto, ON, CA
Chris Chen Work
- Vice President, Correspondent and Institutional @ Aviso Wealth (April 2018 - Present)
- Vice President, Correspondent Services @ (October 2012 - Present)
- Vice President, Business Development @ (July 2008 - October 2012)
- Vice President, Service Delivery and Securities Lending @ (August 2006 - July 2008)
- Manager, Service Delivery @ (January 2000 - January 2006)
- Account Manager @ (January 1999 - January 2000)
- Supervisor, Mutual Fund Transaction Support @ (January 1998 - January 1999)
- Lead Officer and Trading Assistant, Mutual Fund Processing @ (January 1996 - January 1998)
Chris Chen Education
- 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 and 1 mobile phone numbers on RocketReach.
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