Kelvern Chen Email & Phone Number
Associate Wealth Management Advisor @ Midas Wealth - Northwestern Mutual
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Kelvern Chen Location
- New York, NY, US
Kelvern Chen Work
- 2021 -now Associate Wealth Management Advisor @
- 2019 -2020 Financial Consultant, VP @ Santander Investment Services
- 2018 -2019 Director @ UNFCU Investment Services
- 2016 -2018 Financial Advisor @ United Nations Federal Credit Union/UNFCU Investment Services/RJFS
- 2015 -2016 Business Development Specialist @
- 2014 -2015 Financial Advisor @
Kelvern Chen Education
- NYU School of Professional Studies
(Financial Planning)
2017-2018 - BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS
Bachelor's Degree (Finance and Investments BBA)
2007-2011
Kelvern Chen Summary
- Kelvern Chen, based in New York, NY, US, is currently a Associate Wealth Management Advisor at Midas Wealth - Northwestern Mutual . Kelvern Chen brings experience from previous roles at Santander Investment Services, UNFCU Investment Services, United Nations Federal Credit Union/UNFCU Investment Services/RJFS and TD Ameritrade. Kelvern Chen holds a 2017 - 2018 NYU School of Professional Studies. Kelvern Chen has 1 emails and 1 mobile phone numbers on RocketReach.
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