Sandra Chu Email & Phone Number
Director, Practice Management @ FIDx
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Sandra Chu Location
- Berwyn, PA, US
Sandra Chu Work
- Director, Practice Management @ (January 2025 - Present)
- Director, Client Engagement and Success @ (May 2023 - January 2025)
- Business Architect @ (February 2022 - May 2023)
- Delivery Manager, Distribution Technology @ (June 2020 - February 2022)
- ACE Adviser Support Consultant @ (August 2017 - June 2020)
- Senior Practice Management Analyst @ (June 2012 - August 2017)
- Senior Internal Wholesaler @ (April 2003 - June 2012)
Sandra Chu Education
- Drexel University
MS in Learning Technologies
2018-2020 - Penn State University
Bachelor's degree
1994-2004 - Pennsylvania State University
B.A
1994-2004
Sandra Chu Skills
- Financial Projects
- Presentation Skills
- Project Implementation
- Business Process Improvement
- Problem Solving
- Lucidchart
- Solution Architecture
- Annuities
- Project Delivery
- Project Management
- Process Improvement
- FinTech
- Variable Annuities
- Fixed Annuities
- Insurance
- Life Insurance
- Retirement Planning
- Series 6
- Sales
- Retirement
- FINRA Series 6 Licensed
- LOMA Designated Associate, Annuity Products and Administration
- Financial Advisory
- Series 63
- 401k
- Investments
- Training
- Financial Services
- Technical Support
- Technology Training
- CRM Databases
- Management
- Customer Relationship Management (CRM)
- CRM Systems Training
- Microsoft Office
- E-Learning
- Public Speaking
Sandra Chu Summary
- Sandra Chu, based in Berwyn, PA, US, is currently a Director, Practice Management at FIDx. Sandra Chu brings experience from previous roles at FIDx and Penn Mutual. Sandra Chu holds a 2018 - 2020 MS in Learning Technologies @ Drexel University. With a robust skill set that includes Financial Projects, Presentation Skills, Project Implementation, Business Process Improvement, Problem Solving and more. Sandra Chu has 2 emails and 2 mobile phone numbers on RocketReach.
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