Susan He
- Role
- Financial Consultant at Fidelity Investments
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Susan He
As a Financial Consultant at Fidelity Investments with a decade of experience in the…
Experience
Financial Consultant
Dec 2020 — Present
Create and monitor financial plans to meet clients’ wealth management objectives\\\\n• Educate, advise, and implement financial strategies. Fidelity Achiever Award in 2021\\\\n• Develop referral relationships by leveraging business partners and Centers of Influence to drive team revenue and production\\\\n• Mentor and coach team members to ensure excellent client interactions
Skills
- Fundraising
- Event Planning
- Market Research
- Staff Development
- Human Resources
- Non-Profits
- Public Relations
- Teaching
- Management Consulting
- Leadership Development
- Powerpoint
- Management
- Higher Education
- E-Learning
- Analysis
- Public Speaking
- Talent Management
- Business Strategy
- Translation
- Chinese Culture
- English
- Budgets
- Program Management
- Career Counseling
- Research
- Leadership
- Training
- Event Management
- Entrepreneurship
- Recruiting
- Curriculum Design
- Interviews
- Psychotherapy
- Coaching
- International Relations
- Strategic Planning
- Social Networking
- Nonprofits
- Chinese
- Team Leadership
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.