Jessy Chen, CFA
San Francisco, California, United States
391 followers
393 connections
San Francisco, California, United States
391 followers
393 connections
About
• Over ten years financial industry experience in both USA and China.
• Strong skills…
Activity
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My wife took a break from the workforce shortly after getting her masters in social work to be with our kids. Last year she decided to go back to…
My wife took a break from the workforce shortly after getting her masters in social work to be with our kids. Last year she decided to go back to…
Liked by Jessy Chen, CFA
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LL Bean called! They want their catalogue models back! ☺️ Amazing Holiday gathering with the Schwab Salt Lake City team in Park City. Quick sleigh…
LL Bean called! They want their catalogue models back! ☺️ Amazing Holiday gathering with the Schwab Salt Lake City team in Park City. Quick sleigh…
Liked by Jessy Chen, CFA
Experience
Education
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School
Licenses & Certifications
More activity by Jessy
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The Berkeley Schwab branch had an amazing year. We were fortunate and all made it through the roughest parts of COVID without any major issues and…
The Berkeley Schwab branch had an amazing year. We were fortunate and all made it through the roughest parts of COVID without any major issues and…
Liked by Jessy Chen, CFA
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Creating relationships is my second favorite things in the world. The only thing I love more than building relationships is FOOD!!!!! While managing…
Creating relationships is my second favorite things in the world. The only thing I love more than building relationships is FOOD!!!!! While managing…
Liked by Jessy Chen, CFA
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Liked by Jessy Chen, CFA
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Today we said goodbye to not only our fearless leader and outstanding mentor, but our genuine friend. As we send Ryan N. Davis off to achieve…
Today we said goodbye to not only our fearless leader and outstanding mentor, but our genuine friend. As we send Ryan N. Davis off to achieve…
Liked by Jessy Chen, CFA
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It’s with a bitter sweet goodbye that I leave my Charles Schwab family to venture into a new world: corporate finance! I’m so grateful for the…
It’s with a bitter sweet goodbye that I leave my Charles Schwab family to venture into a new world: corporate finance! I’m so grateful for the…
Liked by Jessy Chen, CFA
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Erik Eriksson has been a part of the Berkeley branch as a Financial Consultant for over twenty years! His commitment to helping clients the Schwab…
Erik Eriksson has been a part of the Berkeley branch as a Financial Consultant for over twenty years! His commitment to helping clients the Schwab…
Liked by Jessy Chen, CFA
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I want to take some time over the coming weeks to introduce you to our team in Berkeley. Sunita Joseph has been a part of the Berkeley branch since…
I want to take some time over the coming weeks to introduce you to our team in Berkeley. Sunita Joseph has been a part of the Berkeley branch since…
Liked by Jessy Chen, CFA
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