Kent Chan Location
Southlake, TX, US
Kent Chan Work
- 2006 - now Implementation Project Manager @ Fidelity Investments, FIWMS
- 2004 - 2006 Client Manager @ Fidelity Investments
- 2002 - 2004 Branch Manager, Vice President @ TD Ameritrade
- 1995 - 2002 Investment Specialist @ Charles Schwab
Kent Chan Education
- San José State University
BS (Finance/Economics)
1985 - 1990
Kent Chan Skills
- Mutual Funds
- Series 8 and 63
- Investments
- Alternative Investments
- Fixed Income
- Retirement Planning
- CRM
- Due Diligence
- Trading
- Business Development
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 Mutual Funds, Series 8 and 63, Investments, Alternative Investments, Fixed Income and more. Kent Chan has 2 mobile phone numbers on RocketReach.
Looking for a different Kent Chan?
Find contact details for 700 million professionals.
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
