Chien Z. possesses extensive experience in the financial services and insurance industries. Beginning a career at Wells Fargo in 2007 as a personal banker, Chien Z. was promoted to Branch Manager and Premier Banker, overseeing daily operations, compliance, marketing campaigns, and sales strategy development, ultimately leading a team to win a regional award in 2011. Following this role, Chien Z. served as an Insurance Sales Representative and Office Manager at Farmers Insurance, focusing on customer sales, compliance communication, and marketing initiatives. Currently, Chien Z. works as a Planning Consultant at Fidelity Investments since December 2019. Chien Z. holds a Master's degree in Finance and Banking from Durham University, completed between 2005 and 2007.
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