Susan He Email & Phone Number
Vice President, Financial Consultant @ Fidelity Investments
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Susan He Location
- California, United States
Susan He Work
- 2025 -now Vice President, Financial Consultant @
- 2020 -2025 Financial Consultant @
- 2019 -2020 Financial Consultant I @
- 2017 -2019 CitiGold Relationship Manager, private wealth management @
- 2016 -2017 Relationship Banker @
- 2015 -2016 Insurance Agent @
- 2011 -2014 Founder, Executive Coach @ Susan's Language Lab
- 2009 -2014 Regional Academic Manager @
Susan He Education
- Yale School of Management
(Certified Private Wealth Advisor)
2024-2025 - Pepperdine Graziadio Business School
Certificate (Certified Financial Planning)
2020-2021 - Dallas Theological Seminary
Susan He Skills
- Leadership
- Team Building
- PowerPoint
- Social Media
- Public Speaking
- VIP
- Human Resources
- Flight Attendant
- Chinese culture
- Globalization
- Curriculum Design
- Teaching
- Event Planning
- Intercultural Communication
- Chinese
- International Education
- Data Analysis
- Market Research
- Translation
- English
- International Relations
- Higher Education
- Team Leadership
- Teaching English as a Second Language
- Strategic Planning
- Fundraising
- Organizational Development
- E Learning
- Management Consulting
- Talent Management
- Career Counseling
- Entrepreneurship
- Program Management
- Marketing
- Social Networking
- Nonprofits
- Leadership Development
- Event Management
- Training
- Time Management
- Interviews
- Microsoft Excel
- Customer Service
- Courses
- Psychotherapy
- Budgets
- Non Profits
- Business Strategy
- Management
- Staff Development
- Public Relations
- Coaching
- Research
- Mandarin
- Recruiting
- Analysis
- Executive Coaching
- Sales
- Microsoft Office
- Banking
Susan He Summary
- Susan He, based in California, United States, is currently a Vice President, Financial Consultant at Fidelity Investments. Susan He brings experience from previous roles at Fidelity Investments, Citi and JPMorgan Chase & Co.. Susan He holds a 2024 - 2025 Yale School of Management. With a robust skill set that includes Leadership, Team Building, PowerPoint, Social Media, Public Speaking and more. Susan He has 2 emails and 3 mobile phone numbers on RocketReach.
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