From HR and accounting operations at Zen Restaurant Group, enhancing four restaurants and four food trucks, to diving deep into real estate fundamentals with Project Destined and pioneering environmental solutions at De Maximis Inc., my journey is marked by a relentless drive to learn and innovate. My experiences have not only honed my financial modeling and strategic planning skills but also ingrained a deep commitment to sustainable development and community engagement.Enthusiastic about shaping the future of urban spaces and economic frameworks, I'm a University of Pennsylvania sophomore diving into Economics and Urban Real Estate and Development. This summer, I'll be stepping into the financial world with UBS Wealth Management in Hartford, CT, eager to apply my learning and contribute to impactful wealth management strategies. I focus on understanding how economic principles can drive sustainable urban development, always looking for opportunities to learn and grow in fields that merge finance with innovative urban solutions.
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Wealth Management InternUbsGranby, Ct, Us
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Wealth Management InternUbs Jun 2024 - PresentHartford, Connecticut, United States- Reviewed and updated the Financial Goal Analyses of a Senior Vice President of Wealth Management's Top 75 Clients through correct assignment and designation of client-specific PMP, liability, insurance, personal restricted stock and award accounts, and service enrollments.- Shadowed client calls with Senior FA to learn about pre-meeting prep, a strategy that ensures a client-first approach, and professional communication to understand cashflow wants and needs.- Curated an aggregated file that contains market research for 5 different PMP strategies that include over 300 different securities.- Remodeled Senior FA's marketing strategy by updating the team's website along with the creation of a team bio. -
ManagerZen Restaurant Group Sep 2019 - PresentGranby, Connecticut, United States- Assisted in the design, renovation, and start-up of 4 successful restaurants: At The Barn-Modern American, La Figata-Wood Fired Italian, Table 570-Asian Fusion, At The Rooftop-New American with a Global Twist, and 4 food trucks utilized for Full-Service Catering.- Managed and facilitated guest services, policy and protocol, communication between FOH and BOH, and takeout order efficiency. -
Accounting InternZen Restaurant Group Jul 2023 - Jun 2024Assisted in preparing weekly invoices, accounts payable, daily financial profits for all companies, and facilitating review of all discounted transactions
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Human Resources InternZen Restaurant Group Jun 2023 - Jun 2024Granby, Connecticut, United StatesPrepared payroll files on Excel by organizing more than 2000 hours of employee labor and catering mileage on a weekly basis for 5 restaurants, 1 catering company, and office staff, all totalling to about 200 employees.
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Line ChefZen Restaurant Group Sep 2019 - Jun 2024Granby, Connecticut, United States- Prepared, directed, and chef’ d for several events for Ralph Lauren, Macy’s, and Maurices photoshoots.- Prepared and chef'd breakfast cuisine for full shifts at Zen Market Place in Granby, CT
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Chief Partnership OfficerBusiness Brilliance Apr 2024 - Oct 2024United StatesBusiness Brilliance (BB) is a 501(c)(3) nonprofit startup that addresses the critical gaps of institutional isolation and the lack of cross-disciplinary learning opportunities through a global community. As CPO, I oversaw the Partnership Committee to expand the global Business Brilliance network to build personal, sustained, and productive relationships with startups, nonprofit organizations, industry-leading companies, corporate sponsors, and individual donors. -
Financial Analyst InternBlack Mountain Investment Group Feb 2024 - May 2024 -
Commercial Real Estate InternProject Destined May 2023 - Aug 2023- Learned corporate real estate fundamentals weekly via program meetings, team meetings, and Canvas courses which taught commercial real estate deal processes, players, valuations, and capitalizations skills.- Ending as a semifinalist, presented a Canva made slide-deck with PMs and co-Interns, pitching a 23 million dollar value-add multifamily property in University City for executives from CBRE and Berkadia.- Developed financial modeling skills on Excel through weekly intern quizzes, assignments, and 1.25 hour classes via Project Destiny's Financial Modelling Masterclass program. -
InternDe Maximis, Inc. Jun 2022 - Aug 2022Windsor, Connecticut, United States- Reviewed and participated in external revisions of the 95% and 99% remediation design plan for the US EPA.- Developed a design plan for a 3:1 slope landfill cover on a 25-million-dollar superfund site.- Shadowed the president of De Maximis for 8 hours a week at a 150-million-dollar radioactive superfund site and attended weekly consultant meetings with cooperatives and community members. -
Student RepresentativeSimsbury Diversity, Equity And Inclusion Council Oct 2020 - Jun 2022Simsbury, Connecticut, United States- Attended several monthly meetings to plan town equity celebrations in collaboration with other town councils, external companies, and professional facilitators.- Led campaigns by poster, social media, and intercom outreach for town lead equity events for over 1400 high school students.- Participated in the hiring process of Simsbury Schools District Equity Director by choosing and interviewing active candidates.
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PresidentSimsbury High School Chinese National Honor Society Sep 2020 - Jun 2022Simsbury, Connecticut, United States- Facilitated and monitored student-held outreach by directing and pairing multi-cultural honor society members to over 1000 middle and elementary school students to learn and experience Chinese culture through language and lifestyle.- Directed responsibilities to over 15 student members for school-oriented projects to curate community murals, celebratory events, and presentations to spread awareness of Asian Hate and the Model Minority Myth.
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Teacher AssistantHorizons At Westminster School Jun 2019 - Jul 2021- Taught foundational mathematics and literature to grades first through fourth for underprivileged students.- Utilized Excel and Google Spreadsheets to maintain records of expenditures and analytics.
Evan Chen Education Details
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Junior -
Simsbury High School9-12
Frequently Asked Questions about Evan Chen
What company does Evan Chen work for?
Evan Chen works for Ubs
What is Evan Chen's role at the current company?
Evan Chen's current role is Wealth Management Intern.
What schools did Evan Chen attend?
Evan Chen attended University Of Pennsylvania, Simsbury High School.
Who are Evan Chen's colleagues?
Evan Chen's colleagues are Flloyd Rewa, Ethan Harro.
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