Raymond Chen Email & Phone Number
VP - Financial Consultant @ Charles Schwab
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Raymond Chen Location
- Houston, TX, US
Raymond Chen Work
- 2026 -now VP - Financial Consultant @
- 2025 -now Financial Consultant Partner @
- 2024 -2025 FCA Investor Development @
- 2021 -2024 Investment Operations Associate @
- 2016 -2020 Life Insurance Agent @
- 2014 -2015 Sales Associate @
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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