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Grace Chen is listed as Business Developer and Master Service Architect | 10+ Years Experience in Customer Engagement, Remote Team Leadership | Tax-Free Retirement Strategist | Magic Pollinator at Experior Financial Group, based in Seattle, Washington, United States. AeroLeads shows a matched LinkedIn profile for Grace Chen.
Grace Chen previously worked as Senior Financial Associate at Experior Financial Group and Financial Professional at Transamerica. Grace Chen holds Bachelor Of Arts (B.A.), Biology And Economics from Wellesley College.
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Creative Business Developer and Client Service Architect with a talent for connecting the non-obvious and navigating complex problems. Excelled as a Customer Success Guide, achieving top 5% in member retention and KPI at Yohana (PanasonicWell) through proactive customer engagement and creative problem-solving. Former Physician Assistant renowned for seamless communication across stakeholders and patient care excellence. Versatile Pastry Sous Chef and Business Owner, blending creativity with operational savvy to deliver exceptional culinary experiences. Holds a Master's in Physician Assistant Sciences and Graduate Certificate in Palliative Care Medicine. Proven track record of leadership, collaboration, and transformative impact across diverse fields.Presently self-employed as a Senior Financial Associate with Experior Financial Group offering: 💵 Roth and 401K conversions 🪙 Tax-free retirement strategies🌿 Affordable Term Life Insurance💰 Cash Value Indexed Universal Life Insurance with Living Benefits💫 Term Policy Conversions🧑🎓 Juvenile Cash Value Plans (529 Alternatives)🤝 Trusts and wills through a corporate partner. 🎥 Partnership with holistic tax planning service to save small businesses at least 30% on taxes.In a rush and need life insurance in minutes? Head to Ethos: https://agents.ethoslife.com/invite/00bc52Business info: https://blinq.me/N4iOmZ45Ltpmwjr7XGXI
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Guelph, Ontario, Ca
• Develop tailored financial strategies for individuals, families, and business owners to eliminate debt and grow assets.• Collaborate with legal, tax, and investment partners to provide comprehensive estate planning and tax savings.• Project management, team building, and leadership development initiatives.*Securities license pending.
Embraced uncertainty as a catalyst for ongoing learning and exploration in diverse fields.
Palo Alto, Ca, Us
Advised customers and internal teams on best practices and process optimization.Cultivated and sustained customer relationships, fostering a feedback-friendly environment that led to top-tier (top 5%) performance in member retention and satisfaction. Initiated proactive outreach strategies to maximize customer engagement and satisfaction.Excelled in supporting internal and external stakeholders through proficient project management and technology implementation.Initiated collaborative efforts with leadership to enhance operational efficiency and optimize internal processes, standards, and workflows.Developed and conducted a well-attended webinar (300+ registrants) to educate customers on leveraging Yohana services, setting a standard for subsequent new member tutorials.Organized and led thrice-weekly company-wide meditation sessions, contributing to enhanced employee morale and well-being.Adaptability using design thinking to quickly pivot to ‘build the plane while flying it.”
Seattle, Wa, Us
Thrived on ambiguity and juggled multiple projects simultaneously. Pivoted seamlessly between various roles and responsibilities. Consistently bridged communication between patients, physicians, leadership, and staff. Owned, investigated, and solved complex issues. Led, inspired, and facilitated cross-functional collaboration. Coached and held space for team members to nurture an engaged, inclusive, and high-performing team. Proactively sought out new perspectives to learn and explore. Championed outside-the-box thinking and nurtured seeds of potential.
Seattle, Wa, Us
Diagnose and treat adult patients with acute and chronic pain.
Took creative risks and integrated components that produced synergistic flavors to delight the senses. Including Swoon Ice CreamTM and Choux la la!TM (delectable mini cream puffs and hosted champagne & choux gatherings.)Customized show-stopper celebration cakes and desserts.
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Grace Chen works for Experior Financial Group.
Grace Chen is listed as Business Developer and Master Service Architect | 10+ Years Experience in Customer Engagement, Remote Team Leadership | Tax-Free Retirement Strategist | Magic Pollinator at Experior Financial Group.
Grace Chen is based in Seattle, Washington, United States while working with Experior Financial Group.
Grace Chen has worked for Experior Financial Group, Transamerica, Career Break, Yohana, and Swedish.
You can use AeroLeads to view verified contact signals for Grace Chen at Experior Financial Group, including work email, phone, and LinkedIn data when available.
Grace Chen holds Bachelor Of Arts (B.A.), Biology And Economics from Wellesley College.
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