Charles Chan, CFP®, is a Vice President and Financial Consultant at Fidelity Investments with over 20 years of experience in financial services, specializing in lending, wealth management, financial modeling, and new business development. They were previously a Relationship Officer at HSBC Private Bank, where they managed complex client inquiries for a $3 billion book of business. Charles held the title of Premier Relationship Manager at HSBC, developing a substantial client base and leading their office to profitability. Currently, they are pursuing a BA in Finance from Rutgers, The State University of New Jersey-Newark.
This person is not in the org chart
This person is not in any teams
This person is not in any offices