Kai Chen
Licensed Private Client Banker at Chase
Based in Howell Township, United States
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Seniority
Staff
Department
Sales & Business Development
Location
Howell Township
Industry
Financial Services
Company size
35K
Contact information
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k•••••••@chase.com
Phone
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Background
About Kai Chen
Successfully obtained all industry required licenses including SIE, Series 66, Series 7 and NJ Life and Health. Store Management experience in multiple fortune 500 company. Ability to effectively lead employees at multiple levels with diverse backgrounds. Comprehensive knowledge of stimulating sales, strategy development, building relationships and coaching employees. Bi-Lingual in all forms of Mandarin (Chinese) and English. Excellent communication skills with various members of management and staff. Ability to lead and execute company initiatives and goals through the use of sales information, report analysis, and product knowledge. Proficient in Microsoft and G-Suite programs (Excel, Word, Powerpoint, Docs, Slides, etc.) with a strong ability to learn other programs as needed.
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