Vincent Chan, CFP®, CPWA®, PCC, is currently a VP Regional Coaching Consultant at Fidelity Investments, where they focus on coaching and developing leaders and teams. Previously, from 2017 to 2021, Vincent served as a VP Regional Planning Consultant at Fidelity, supporting associates in their individual business development plans. Their career includes roles at Merrill Lynch, where they held various positions including Assistant Vice President - Financial Solutions Advisor and Vice President Market Sales Manager, managing team performance and talent development. Vincent is dedicated to fostering success through effective coaching and strategic partnerships within organizations.
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