Sandra Chu

Director, Client Engagement/success at FIDx

Sandra Chu has been working in the financial industry since 1999. Sandra began their career at Penn Mutual, where they held the roles of ACE Adviser Support Consultant, Senior Practice Management Analyst, Senior Internal Wholesaler, Annuity New Business Representative, and Customer Service Representative. In 2020, they joined FIDx as Delivery Manager, Distribution Technology, and later advanced to Sr. Distribution Consultant, Distribution Technology.

Sandra Chu obtained a B.A in Psychological and Social Sciences Major from Pennsylvania State University between 1994 and 2004. Sandra also obtained a Bachelor's degree in Biobehavioral Health and Psychology from Penn State University during the same time period. In 2001, they obtained a LOMA, Series 6 certification from FINRA in April. Finally, they obtained a MS in Learning Technologies from Drexel University between 2018 and 2020, with a field of study in Educational/Instructional Technology.

Links

Previous companies

Penn Mutual logo

Timeline

  • Director, Client Engagement/success

    May 1, 2023 - present

  • Business Architect

    January 1, 2023

  • Delivery Manager, Distribution Technology

    November, 2021

  • Sr. Distribution Consultant, Distribution Technology

    June, 2020