Eric Chen Email & Phone Number

Vice President, Wealth Planner @ Fidelity Investments

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Eric Chen Location

Bellevue, WA, US

Eric Chen Work

2022 - now Vice President, Wealth Planner @ Fidelity Investments
2020 - 2022 Financial Consultant @ Fidelity Investments
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2017 - 2020 Senior Financial Consultant @ TD Ameritrade
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2016 - 2017 Financial Consultant @ TD Ameritrade
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2016 - 2016 Business Development Specialist @ TD Ameritrade
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2014 - 2016 Account Executive @ Amica Insurance
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2011 - 2014 Director of Marketing And Business Development @ Echo Karaoke

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Eric Chen Education

California Lutheran University
Master of Business Administration - MBA (Finance, Financial Planning)
2017 - 2020
Purdue University
Bachelor of Science (B.S.) (Business Management)
2007 - 2011

Eric Chen Skills

Retirement Planning
Tax Planning
Customer Service

Sales
Marketing
Business Development
Financial Consulting
Investment Strategies
Finance
Financial Markets

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Eric Chen Summary

Eric Chen, based in Bellevue, WA, US, is currently a Vice President, Wealth Planner at Fidelity Investments. Eric Chen brings experience from previous roles at Fidelity Investments and TD Ameritrade. Eric Chen holds a 2017 - 2020 Master of Business Administration - MBA in Finance, Financial Planning @ California Lutheran University. With a robust skill set that includes Retirement Planning, Tax Planning, Customer Service, Sales, Marketing and more. Eric Chen has 2 emails and 6 mobile phone numbers on RocketReach.

Eric Chen Emails

Found 2 emails

Eric Chen Phone Numbers

Found 6 phone numbers

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