Stephen Chien Email & Phone Number
Head of AI Advisor Solutions @ LPL Financial
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Stephen Chien Location
- Los Angeles, CA, US
Stephen Chien Work
- Head of AI Advisor Solutions @ (June 2024 - Present)
- VP, Product Development @ (January 2022 - January 2024)
- Director, Private Wealth Services | Head of Schwab Chairman's Circle @ (January 2018 - January 2022)
- Managing Director, Private Wealth Services | Head of Schwab Private Wealth Services @ (January 2018 - January 2022)
- Managing Director, Wealth Management Solutions @ (January 2014 - January 2018)
- Senior Manager, Strategy and Innovation @ (January 2008 - January 2013)
- Strategy Consultant @ (January 2006 - January 2008)
Stephen Chien Education
- Stanford University
Bachelor of Arts - BA (Economics)
- The Wharton School
Master of Business Administration - MBA (Entrepreneurial Management)
- Johns Hopkins School of Advanced International Studies (SAIS)
Master of Arts - MA (International Relations and Economics)
Stephen Chien Skills
- Wealth Management
- Brokerage
- Management Consulting
- Financial Services
- Emerging Markets
- Investment Management
- Project Management
- Private Equity
- Investments
- Project Finance
- Product Marketing
- Process Improvement
- Mergers
- Finance
- Mergers & Acquisitions
- Strategic Financial Planning
- Investment Advisory
- Strategy
- Equity Research
- Financial Modeling
- Financial Planning
- Management
- Valuation
- Mergers and Acquisitions
- Customer Service
- Microsoft Word
- Research
- Services
- Leadership
- Sales
- Public Speaking
- Business Analysis
Stephen Chien Summary
- Stephen Chien, based in Los Angeles, CA, US, is currently a Head of AI Advisor Solutions at LPL Financial. Stephen Chien brings experience from previous roles at Capital Group and Charles Schwab. Stephen Chien holds a Bachelor of Arts - BA in Economics @ Stanford University. With a robust skill set that includes Wealth Management, Brokerage, Management Consulting, Financial Services, Emerging Markets and more. Stephen Chien has 2 emails and 2 mobile phone numbers on RocketReach.
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