Raymond Chen Email & Phone Number
VP - Financial Consultant @ Charles Schwab
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Raymond Chen Location
- Houston, TX, US
Raymond Chen Work
- VP - Financial Consultant @ (June 2026 - Present)
- Financial Consultant Partner @ (March 2025 - Present)
- FCA Investor Development @ (March 2024 - March 2025)
- Investment Operations Associate @ (May 2021 - March 2024)
- Life Insurance Agent @ (May 2016 - March 2020)
- Sales Associate @ (June 2014 - March 2015)
Raymond Chen Education
- University of Houston-Victoria
Bachelor of Business Administration - BBA (Finance, General)
2019-2021 - University of Houston 2015-2018
Raymond Chen Skills
- Life Insurance
- Securities
- Investments
- Management
- Finance
- Communication
- Organization Skills
- Leadership
- Team Leadership
- Insurance
- Sales
- Interpersonal Skills
- Mandarin
- Marketing Strategy
- Financial Analysis
- Analytical Skills
- Customer Service
- Teamwork
- English
- Chinese
- Prospecting Skills
- Microsoft Office
Raymond Chen Summary
- Raymond Chen, based in Houston, TX, US, is currently a VP - Financial Consultant at Charles Schwab. Raymond Chen brings experience from previous roles at Charles Schwab, R1649 Equity Partners and National Life Group. Raymond Chen holds a 2019 - 2021 Bachelor of Business Administration - BBA in Finance, General @ University of Houston-Victoria. With a robust skill set that includes Life Insurance, Securities, Investments, Management, Finance and more. Raymond Chen has 4 emails and 2 mobile phone numbers on RocketReach.
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