Cfp Charles Chan
• High performing professional with over 20 years of experience in financial services with expertise in lending, wealth management,... | New York City Metropolitan Area, New York City Metropolitan Area, United States
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Cfp Charles Chan’s Emails ch****@fm****.com
Cfp Charles Chan’s Phone Numbers No phone number available.
Social Media
Cfp Charles Chan’s Location New York City Metropolitan Area, New York City Metropolitan Area, United States
Cfp Charles Chan’s Expertise • High performing professional with over 20 years of experience in financial services with expertise in lending, wealth management, financial modeling, and new business development • FINRA Series 7, 63 and 65 licensed • CERTIFIED FINANCIAL PLANNER(TM) • Proficient with Microsoft Word, Excel (VBA, V-Lookup, Pivot Tables), and PowerPoint • Excellent communication skills and leadership experience
Cfp Charles Chan’s Current Industry Fidelity Investments
Cfp
Charles Chan’s Prior Industry
Hsbc
|
Hsbc Private Bank
|
Fidelity Investments
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Work Experience
Fidelity Investments
Vice President, Financial Consultant
Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Fidelity Investments
Financial Consultant
Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Fidelity Investments
Investments Representative
Mon Oct 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Hsbc Private Bank
Relationship Officer, Assistant Vice President
Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Hsbc
Premier Relationship Manager, Assistant Vice President
Wed Feb 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Charles Chan Email Addresses
FAQ About Cfp Charles Chan
-
Cfp Charles Chan is located at
New York City Metropolitan Area, New York City Metropolitan Area, United States -
Cfp Charles Chan is a
• High performing professional with over 20 years of experience in financial services with expertise in lending, wealth management, financial modeling, and new business development • FINRA Series 7, 63 and 65 licensed • CERTIFIED FINANCIAL PLANNER(TM) • Proficient with Microsoft Word, Excel (VBA, V-Lookup, Pivot Tables), and PowerPoint • Excellent communication skills and leadership experience Fidelity Investments -
Cfp Charles Chan currently works in the
Fidelity Investments -
Cfp Charles Chan specializes in
• High performing professional with over 20 years of experience in financial services with expertise in lending, wealth management, financial modeling, and new business development • FINRA Series 7, 63 and 65 licensed • CERTIFIED FINANCIAL PLANNER(TM) • Proficient with Microsoft Word, Excel (VBA, V-Lookup, Pivot Tables), and PowerPoint • Excellent communication skills and leadership experience -
Cfp Charles Chan speaks the following languages:
No languages available. -
Cfp Charles Chan has prior experience in the following industries:
Fidelity Investments , Fidelity Investments , Hsbc Private Bank , Hsbc -
Cfp Charles Chan has the following professional experience:
Fidelity Investments , Fidelity Investments , Fidelity Investments , Hsbc Private Bank , Hsbc . -
You can view Cfp Charles Chan’s
LinkedIn profile at LinkedIn URL. -
Cfp Charles Chan’s work email addresses are
[email protected] . -
Cfp Charles Chan works at
Fidelity Investments
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