Yiwen Chen Email & Phone Number
Director of Trading @ Transform Wealth
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Yiwen Chen Location
- Denver, CO, US
Yiwen Chen Work
- 2020 -now Director of Trading @
- 2018 -2019 Portfolio Manager and Director of Trading @
- 2015 -2018 Portfolio Manager and Director of Reporting @
- 2014 -2015 Associate Portfolio Manager and Reporting Specialist @
- 2012 -2014 Portfolio Mechanic and Reporting Specialist @
- 2011 -2011 Summer and Fall Associate @
- 2009 -2011 Freelance Web Designer @ Yiwen Chen Web Design
- 2006 -2009 CU Sporting Events Sales Manager, Assistant Store Manager, Wholesale Manager @
- 2008 -2008 Public Affairs Summer Intern @ Roche Colorado, Corp
Yiwen Chen Education
- University of Colorado at 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 at 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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Top Transform Wealth Employees
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Principal
Littleton, CO, US
Yiwen Chen
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Denver, CO, US
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Denver, CO, US
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