Felix Kwan
Executive Director, Financial Planning | Walnut Creek, California, United States
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Felix Kwan’s Emails fk****@ed****.com
Felix Kwan’s Phone Numbers +1833752****
Social Media
Felix Kwan’s Location Walnut Creek, California, United States
Felix Kwan’s Expertise Executive Director, Financial Planning
Felix Kwan’s Current Industry Edelman Financial Engines
Felix
Kwan’s Prior Industry
Waddell & Reed
|
MassMutual Financial Group
|
Citi
|
Fidelity Investments
|
Edelman Financial Engines
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Work Experience
Edelman Financial Engines
Executive Director, Financial Planning
2022-01-01 — Present
Edelman Financial Engines
Director, Financial Planning
2017-05-01 — 2022-01-01
Edelman Financial Engines
Associate Director, Financial Planning
2012-05-01 — 2017-05-01
Fidelity Investments
VP, Private Client Group - Senior Account Executive
2010-01-01 — 2012-01-01
Fidelity Investments
Financial Planning Consultant
2008-01-01 — 2010-01-01
Fidelity Investments
Investments Representative
2006-01-01 — 2008-01-01
Citi
Client Financial Analyst
2004-01-01 — 2006-01-01
MassMutual Financial Group
Financial Advisor
2003-01-01 — 2004-01-01
Waddell & Reed
Financial Advisor
2002-01-01 — 2003-01-01Skills
Languages
Felix Kwan Email Addresses
Felix Kwan Phone Number
FAQ About Felix Kwan
-
Felix Kwan is located at
Walnut Creek, California, United States -
Felix Kwan is a
Executive Director, Financial Planning Edelman Financial Engines -
Felix Kwan currently works in the
Edelman Financial Engines -
Felix Kwan specializes in
Executive Director, Financial Planning -
Felix Kwan speaks the following languages:
English -
Felix Kwan has prior experience in the following industries:
Edelman Financial Engines , Edelman Financial Engines , Fidelity Investments , Fidelity Investments , Fidelity Investments , Citi , MassMutual Financial Group , Waddell & Reed -
Felix Kwan has the following professional experience:
Edelman Financial Engines , Edelman Financial Engines , Edelman Financial Engines , Fidelity Investments , Fidelity Investments , Fidelity Investments , Citi , MassMutual Financial Group , Waddell & Reed . -
You can view Felix Kwan’s
LinkedIn profile at LinkedIn URL. -
Felix Kwan’s work email addresses are
[email protected] . -
Felix Kwan works at
Edelman Financial Engines
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