Chris Pon
Personal Finance chatterbox
- Role
- Multi-channel Hsa Planning Associate at Fidelity Investments
- Location
- Roanoke, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Chris Pon
On the cusp of true breakthroughs near Westlake, TX! Carrying 15+ years of financial…
Experience
Multi-channel Hsa Planning Associate
Jun 2021 — Present · Westlake, TX, US
Education
University of California, Berkeley
BA, Mass Communications / Personal Financial Planning
2001 — 2004
Texas Tech University
Master of Science - MS, Personal Financial Planning
Skills
- Json
- Css
- Angularjs
- Axys
- Sales
- Spreadsheets
- Bootstrap
- Finance
- Jquery
- Series 30
- Rollover / Roth / Traditional Ira
- Investments
- Git
- Financial Services
- Sales Operations
- Series 31
- Credit
- Portfolio Management
- Investment Management
- Ajax
- College Savings Plans
- Series 7
- Health Savings Accounts
- Analysis
- Bloomberg Terminal
- Github
- Microsoft Excel
- Etfs
- Retirement Planning
- Finra
- Wealth Management
- Bloomberg
- Api's
- 401(K) / 403(B)
- Securities
- Public Speaking
- Javascript
- Responsive Web Design
- Investment Advisory
- Asset Allocation
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.