Cherry Chen Email & Phone Number
@pimco.com
4 phones found area 310
LinkedIn matched
Who is Cherry Chen? Overview
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Cherry Chen is listed as Compliance Officer at PIMCO at PIMCO, a with 3497 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at pimco.com, phone signal with area code 310, and a matched LinkedIn profile for Cherry Chen.
Cherry Chen previously worked as Compliance Officer at Pimco and Senior Associate, Alternative Investment Compliance at Pimco. Cherry Chen holds B.A., Business Economics from University Of California, Irvine.
Email format at PIMCO
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AeroLeads found 1 current-domain work email signal for Cherry Chen. Compare company email patterns before reaching out.
About Cherry Chen
Cherry Chen is a Compliance Officer at PIMCO at PIMCO. She possess expertise in microsoft office, powerpoint, microsoft word, social media, leadership and 7 more skills. She is proficient in Chinese and English.
Listed skills include Microsoft Office, Powerpoint, Microsoft Word, Social Media, and 8 others.
Cherry Chen's current company
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Cherry Chen work experience
A career timeline built from the work history available for this profile.
Senior Associate, Alternative Investment Compliance
Registered Representative of PIMCO Investment LLC
Associate, Portfolio Compliance
Registered Representative of PIMCO Investment LLC CA License # 0H21337
Investment Banking Associate
Registered Representative/Securities offered by Rainmaker Securities, LLC. Member FINRA/SIPC.CA License # 0H21337♦ Undertook multiple roles such as sales operations, business development, marketing, and investment research, working hand-in-hand with the CEO, CTO, and Legal Counsel to build and carry out strategic business plans. ♦ Utilized data tools such as VC Experts, PrivCo, PitchBook, and CrunchBase to prepare investment research reports to illustrate private equity investment opportunities to investors.♦ Performed due diligence such as KYC, OFAC, and AML check while assisting clients through the onboarding and entire deal process.
Financial Representative
CA License # 0H21337Offering John Hancock insurance products.Registered Representative/Securities offered through Signator Investors, Inc. member FINRA, SIPC.♦ Conducted analysis, suitability, and risk tolerance analysis based on client's existing financial background to find the most suitable investment vehicles and financial products.♦ Collaborated with two Senior Financial Advisors on setting up and managing 401(k) plans for small-medium size companies and conducted weekly, monthly and quarterly service meetings.♦ Collaborated with Senior Financial Advisors on setting up and managing 401(k) plans for small to medium size companies and conducted weekly, monthly, and quarterly service meetings.♦ Created and maintained relationships with potential and current clients through welcome brochures, quarterly newsletters, monthly newsletters, and other social media tools.
Financial Consultant Intern
♦ Created a CRM system using SmartOffice to track both existing and new business, identifying 25+ high net worth individuals and businesses. ♦ Built an effective Referral Programs that generated 40+ new business accounts leading to a 15% increase in Financial Consultant’s overall production for the 2010 fiscal year.
Financial Planner Intern
♦ Prepared portfolio analysis using MorningStar to illustrate fund performances and market trends to help rebalance existing portfolios at quarterly and annual client review sessions.♦ Initiated new businesses and call tracking strategies to effectively manage clients leading to rise in office production levels.
Fund Raising Associate
♦ Responded to complex and language specific donor telecommunications requests, including Mandarin Chinese.♦ Increased fund raising and exceeded quarterly solicitation goals assigned by the Director of UCI Annual Giving.
Colleagues at PIMCO
Other employees you can reach at pimco.com. View company contacts for 3497 employees →
Manue Meyers
Colleague at PimcoUlm, Baden-Württemberg, Germany
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EF
Ellen Fowler
Colleague at PimcoCosta Mesa, California, United States
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KS
Khemlal Sahu
Colleague at PimcoMumbai, Maharashtra, India
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LK
Lucas Kam
Colleague at PimcoIrvine, California, United States
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JF
Johnathan Foremorth
Colleague at PimcoToronto, Ontario, Canada
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RL
Richard Lu, Cfa, Caia
Colleague at PimcoTaiwan, Province Of China
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DH
Douglas Hodge
Colleague at PimcoOrange County, California, United States
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JY
Jhe Yun
Colleague at PimcoNewport Beach, California, United States
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DF
David Forgash
Colleague at PimcoLaguna Beach, California, United States
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IS
Issaka Sahadatu
Colleague at PimcoAccra, Greater Accra Region, Ghana
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Cherry Chen education
B.A., Business Economics
Education record
Frequently asked questions about Cherry Chen
Quick answers generated from the profile data available on this page.
What company does Cherry Chen work for?
Cherry Chen works for PIMCO.
What is Cherry Chen's role at PIMCO?
Cherry Chen is listed as Compliance Officer at PIMCO at PIMCO.
What is Cherry Chen's email address?
AeroLeads has found 1 work email signal at @pimco.com for Cherry Chen at PIMCO.
What is Cherry Chen's phone number?
AeroLeads has found 4 phone signal(s) with area code 310 for Cherry Chen at PIMCO.
Where is Cherry Chen based?
Cherry Chen is based in Newport Beach, California, United States while working with PIMCO.
What companies has Cherry Chen worked for?
Cherry Chen has worked for Pimco, Rainmaker Securities, Llc. Marketx Inc., Signator Investors, Inc. John Hancock Financial Network, Lpl Financial , Wealth Planning Group, and Lincoln Financial Group.
Who are Cherry Chen's colleagues at PIMCO?
Cherry Chen's colleagues at PIMCO include Manue Meyers, Ellen Fowler, Khemlal Sahu, Lucas Kam, and Johnathan Foremorth.
How can I contact Cherry Chen?
You can use AeroLeads to view verified contact signals for Cherry Chen at PIMCO, including work email, phone, and LinkedIn data when available.
What schools did Cherry Chen attend?
Cherry Chen holds B.A., Business Economics from University Of California, Irvine.
What skills is Cherry Chen known for?
Cherry Chen is listed with skills including Microsoft Office, Powerpoint, Microsoft Word, Social Media, Leadership, Finance, Management, and Marketing.
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