Yiwen Chen Email & Phone Number
Director of Trading @ Transform Wealth
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Yiwen Chen Location
- Denver, CO, US
Yiwen Chen Work
- Director of Trading @ (April 2020 - Present)
- Portfolio Manager and Director of Trading @ (April 2018 - August 2019)
- Portfolio Manager and Director of Reporting @ (June 2015 - March 2018)
- Associate Portfolio Manager and Reporting Specialist @ (June 2014 - June 2015)
- Portfolio Mechanic and Reporting Specialist @ (January 2012 - June 2014)
- Summer and Fall Associate @ (June 2011 - December 2011)
- Freelance Web Designer @ Yiwen Chen Web Design (January 2009 - December 2011)
- CU Sporting Events Sales Manager, Assistant Store Manager, Wholesale Manager @ (June 2006 - June 2009)
- Public Affairs Summer Intern @ Roche Colorado, Corp (June 2008 - August 2008)
Yiwen Chen Education
- University of Colorado Boulder - Leeds School of Business
Bachelors of Science (Business Administration - Finance)
2007-2011
Yiwen Chen Skills
- Valuation
- Sales
- Microsoft Office
- PowerPoint
- Accounting
- Microsoft Excel
- Financial Analysis
- Research
- Public Relations
- Market Research
- Portfolio Management
- Strategic Leadership
- Relationship-builder with Unsurpassed Interpersonal Skills
- Microsoft Word
- Social Media
- Relationship Builder With Unsurpassed Interpersonal Skills
- Customer Service
Yiwen Chen Summary
- Yiwen Chen, based in Denver, CO, US, is currently a Director of Trading at Transform Wealth. Yiwen Chen brings experience from previous roles at BSW Wealth Partners. Yiwen Chen holds a 2007 - 2011 Bachelors of Science in Business Administration - Finance @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Valuation, Sales, Microsoft Office, PowerPoint, Accounting and more. Yiwen Chen has 3 emails and 1 mobile phone numbers on RocketReach.
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