Jonathan Chen's Location
San Antonio, TX, US
Jonathan Chen's Work
- Senior Customer Success Manager @ Citrix
- Internal Wholesaler @ FocusPoint Private Capital Group
- Internal Wholesaler @ PGIM Investments
- Financial Solution Advisor - Client Engagement Team @ Merrill Edge
- Financial Solutions Consultant - Core 1 @ Merrill Edge
- Financial Specialist @ PNC
- Summer Analyst @ Hildene Capital Management, LLC
Jonathan Chen's Education
- Rutgers University-New Brunswick
Bachelor of Arts (B.A.) (Economics)
Jonathan Chen's Skills
- Financial Analysis
- Investments
- Financial Planning
- Financial Services
- Fixed Income
- Banking
- Loans
- Insurance
- Equities
- Client Retention Programs
Jonathan Chen's Summary
Jonathan Chen, based in San Antonio, TX, US, is currently a Senior Customer Success Manager at Citrix, bringing experience from previous roles at Capital Group | American Funds, PGIM Investments and Merrill Edge. Jonathan Chen holds a Bachelor of Arts (B.A.) in Economics @ Rutgers University-New Brunswick. With a robust skill set that includes Financial Analysis, Investments, Financial Planning, Financial Services, Fixed Income and more, Jonathan Chen contributes valuable insights to the industry. Jonathan Chen has 3 emails on RocketReach.
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