Kent Chan Email & Phone Number
Implementation Project Manager
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Kent Chan Location
- Southlake, TX, US
Kent Chan Work
- Implementation Project Manager @ Fidelity Investments, FIWMS (October 2006 - Present)
- Client Manager @ (April 2004 - October 2006)
- Branch Manager, Vice President @ (January 2002 - April 2004)
- Investment Specialist @ Charles Schwab (January 1995 - January 2002)
Kent Chan Education
- San José State University
BS (Finance/Economics)
1985-1990
Kent Chan Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Business Development
- CRM
- Due Diligence
- Equities
- FINRA
- Financial Services
- Fixed Income
- Investments
- Mutual Funds
- Portfolio Management
- Relationship Management
- Retirement Planning
- Securities
- Series 63
- Series 7
- Series 8 and 63
- Strategic Financial Planning
- Trading
- Wealth Management
- Project Management
- Strategic Planning
- Change Management
- Financial Analysis
- Strategy
- Leadership
Kent Chan Summary
- Kent Chan, based in Southlake, TX, US, is currently a Implementation Project Manager at Fidelity Investments, FIWMS. Kent Chan brings experience from previous roles at Fidelity Investments, TD Ameritrade and Charles Schwab. Kent Chan holds a 1985 - 1990 BS in Finance/Economics @ San José State University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Business Development, CRM and more. Kent Chan has 3 mobile phone numbers on RocketReach.
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