Eric Chen Email & Phone Number
Vice President, Wealth Planner @ Fidelity Investments
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Eric Chen Location
- Bellevue, WA, US
Eric Chen Work
- 2022 -now Vice President, Wealth Planner @
- 2020 -2022 Financial Consultant @
- 2017 -2020 Senior Financial Consultant @
- 2016 -2017 Financial Consultant @
- 2016 -2016 Business Development Specialist @
- 2014 -2016 Account Executive @
- 2011 -2014 Director of Marketing And Business Development @ Echo Karaoke
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.
Looking for a different Eric Chen?
Find contact details for 700 million professionals.
Others Named Eric Chen
Eric Chen
Chief Financial Officer
Glendora, CA, US
Eric Chen
CIO
Taiwan
Eric Chen
Founder
Hong Kong
Eric Chen
Group Vice President, Finance - BioProduction
Waltham, MA, US
Eric Chen
CEO and Founder
Milpitas, CA, US
Eric Chen
Co-Founder
California, United States
Eric Chen
President and CEO
St. Louis, MO, US
Eric Chen
Chief Financial Officer
Los Angeles, CA, US
Top Fidelity Investments Employees
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Kevin Sweeney
President of Digital Brokerage Services
Caldwell, NJ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co