Eveline Tien
- Role
- Wealth Management Senior Relationship Manager at Fidelity Investments
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Management Senior Relationship Manager
Jan 2023 — Present
Education
Shoreline Community College
General Education, n/a
2003 — 2005
Danes World Wide
General studies, Danish Language and Literature
2002 — 2002
Shorewood High School
General education
University of Washington
Bachelor’s Degree, Danish, European Studies
2005 — 2009
Skills
- Series 63
- Process Improvement
- Microsoft Word
- Crm
- Customer Relationship Management (Crm)
- Project Management
- Social Media
- Tamarac
- Management
- Customer Service
- Banking
- Financial Services
- Leadership
- Outlook
- Consultative Selling Style
- Mutual Funds
- Public Speaking
- Series 7
- Customer Service Representatives
- Retirement Savings
- Teaching
- Powerpoint
- Tamarac
- 401k Rollovers
- Microsoft Office
- Junxure
- Salesforce.com
- Microsoft Outlook
- Microsoft Excel
- Team Leadership
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