Jessica Q. Chen CFA FSA

• Founded an investment education focused boutique and served as the Angel inventor of tech companies with Asian founders
• Using latest AI empowered tools (Jasper AI, Midjourney) for innovative digital marketing

• Conducted 200+ fund reviews, 50+ in-depth fund write-ups, and 30+ in-person meetings with portfolio managers from leading fund families
• Provided dynamic approach to investment/fiduciary oversight, effective portfolio construction for optimal results, impactful plan design guidance, and intense fund research and assessment.

• Orchestrated cross-functional efforts of financial professionals across 30+ countries
• Directed annual global pension accounting and fund investments for West Coast clients
• Analyzed investment performance; identified opportunities, and optimized ROI.

• Developed and executed retirement consulting services sales strategies to the national accounts.

• Audited pension funds and retirement funds.

Learnt a financial frameworks that embrace global business strategies to manage investors, analysts, and the board to optimize business efficiency. Courses include: M&A/LBO/Private Equity and Venture Capital Investments/Advanced Equity Valuations