Susan He Email & Phone Number
Vice President, Financial Consultant @ Fidelity Investments
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Susan He Location
- California, United States
Susan He Work
- Vice President, Financial Consultant @ (December 2025 - Present)
- Financial Consultant @ (December 2020 - December 2025)
- Financial Consultant I @ (August 2019 - November 2020)
- CitiGold Relationship Manager, private wealth management @ (July 2017 - August 2019)
- Relationship Banker @ (February 2016 - July 2017)
- Insurance Agent @ (March 2015 - January 2016)
- Founder, Executive Coach @ Susan's Language Lab (September 2011 - September 2014)
- Regional Academic Manager @ (March 2009 - August 2014)
Susan He Education
- Yale School of Management
Certified Private Wealth Advisor (Certified Private Wealth Advisor)
2024-2025 - Pepperdine Graziadio Business School
Certified Financial Planning (Certified Financial Planning)
2020-2021 - Dallas Theological Seminary
M.A (Counseling)
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 Certified Private Wealth Advisor in Certified Private Wealth Advisor @ 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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