Fidelity
Kelvin An is a seasoned financial professional with extensive experience in investment consulting and financial advising. Currently serving as Vice President and Financial Consultant at Fidelity Investments since March 2018, Kelvin has received multiple Excellence in Action Awards for outstanding performance. Prior to this role, Kelvin held positions at TD Ameritrade and Scottrade, where notable achievements included being ranked among the top investment consultants in California and the West Division. Kelvin's earlier experience includes a successful tenure as a Portfolio Analyst/Manager at Atlas Strategic Investment Fund, where exceptional investment returns were achieved across various portfolios. Kelvin's educational background includes a Bachelor of Science in Statistics and Finance from the University of California, Riverside.
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