Gloria Chen Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
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Gloria Chen Location
- Pasadena, CA, US
Gloria Chen Work
- 2025 -now Financial Advisor @
- 2023 -2025 Private Client Advisor @
- 2022 -2023 Private Client Advisor @
- 2016 -2022 Citigold Relationship Manager @
- 2014 -2016 Private Client Banker @
- 2011 -2014 Small Business Specialist @
- 2010 -2011 Sales and Service Associate @
- 2007 -2010 Teller @
- 2005 -2007 Supervisor @ Kazi Food & Beverage™
Gloria Chen Education
- Mihaylo College of Business and Economics at Cal State Fullerton
Bachelor of Arts (BA) (Finance, General)
2011-2014 - Citrus College
Associate of Arts (AA) (Music)
2007-2011
Gloria Chen Skills
- Portfolio Management
- Marketing
- Customer Service
- Strategic Planning
- Sales
- Banking
- Series 6
- Cross Selling
- Private Clients
- Team Leadership
- Lines of Credit
- SBA
Gloria Chen Summary
- Gloria Chen, based in Pasadena, CA, US, is currently a Financial Advisor at Wells Fargo Advisors. Gloria Chen brings experience from previous roles at BMO Wealth Management - U.S., Bank of the West, Citi and JPMorgan Chase & Co.. Gloria Chen holds a 2011 - 2014 Bachelor of Arts (BA) in Finance, General @ Mihaylo College of Business and Economics at Cal State Fullerton. With a robust skill set that includes Portfolio Management, Marketing, Customer Service, Strategic Planning, Sales and more. Gloria Chen has 2 mobile phone numbers on RocketReach.
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