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Kelly Chen Location
Glendale, CA, US
Kelly Chen Work
Sourcing and Investments @ (November 2021 - Present)
Chief Operating Officer @ (April 2019 - October 2021)
Director and Senior Research Analyst - Sporting Goods and Footwear @ (August 2009 - April 2018)
Research Associate - Retail and Consumer @ (September 2006 - July 2008)
Equities Research Associate - Softlines and Hardlines @ Lehman Brothers (July 2003 - August 2006)
Equities Research Intern - Enterprise Software @ Lehman Brothers (July 2002 - August 2002)
Web Content Developer @ (October 2001 - January 2002)
Summer Intern @ (January 1999 - January 2001)
Kelly Chen Education
The Wharton School 2018-2018
University of California, Berkeley, Haas School of Business
BS
1999-2003
Kelly Chen Skills
Financial Modeling
Valuation
Investments
Equities
Due Diligence
Trading
Analysis
Bloomberg
Economics
Equity Research
Finance
Financial Analysis
Hedge Funds
Business Analysis
FactSet
Capital Markets
Strategy
Research
Microsoft Office
Public Speaking
Microsoft PowerPoint
Marketing
Strategic Planning
Footwear
SQL
Microsoft Excel
Kelly Chen Summary
Kelly Chen, based in Glendale, CA, US, is currently a Sourcing and Investments at XRC Ventures. Kelly Chen brings experience from previous roles at XRC Ventures, Telsey Advisory Group, Fred Alger Management and Lehman Brothers. Kelly Chen holds a 2018 - 2018 The Wharton School. With a robust skill set that includes Financial Modeling, Valuation, Investments, Equities, Due Diligence and more. Kelly Chen has 4 emails and 3 mobile phone numbers on RocketReach.
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