Eric Chen Email & Phone Number
Vice President, Wealth Planner @ Fidelity Investments
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Eric Chen Location
- Bellevue, WA, US
Eric Chen Work
- Vice President, Wealth Planner @ (February 2022 - Present)
- Financial Consultant @ (June 2020 - February 2022)
- Senior Financial Consultant @ (July 2017 - June 2020)
- Financial Consultant @ (August 2016 - July 2017)
- Business Development Specialist @ (July 2016 - August 2016)
- Account Executive @ (February 2014 - July 2016)
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
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Adobe Photoshop
- PowerPoint
- Salesforce.com
- Communication
- Leadership
- Presentations
- Mandarin
- Investment Management
- Financial Planning
- Financial Services
- Investments
- Portfolio Management
- Wealth Management
- Mutual Funds
- Advertising
- Social Media
- Social Media Marketing
- Human Resources
- Recruiting
- Account Management
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.
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