Jerry Shen

Jerry Shen Email and Phone Number

Agency Director at TransGlobal Holding Co. @ TransGlobal Holding Co.
monrovia, california, united states
Jerry Shen's Location
Greater Philadelphia, United States
Jerry Shen's Contact Details

Jerry Shen personal email

n/a
About Jerry Shen

I own a Financial Consulting company in helping Tax, Legal and Financial professionals increase (usually double) their revenue while keeping their workload the same. It's amazing how many CPAs and Attorneys just don't have access to advanced planning strategies that their clients truly need. We are specializing in Asian community with business tax planning, foreign assets, insurance planning and cross cultural financial planning.

Jerry Shen's Current Company Details
TransGlobal Holding Co.

Transglobal Holding Co.

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Agency Director at TransGlobal Holding Co.
monrovia, california, united states
Website:
transglobalus.com
Employees:
34
Jerry Shen Work Experience Details
  • 【找Jerry聊一聊】
    Financial Education Youtuber
    【找Jerry聊一聊】 Apr 2020 - Present
    Https://Www.Youtube.Com/@Jerrywealthtalks
    We create videos and webinars to sharing with audience about financial planning ideas, strategies and solutions. For more details, please visit https://www.youtube.com/@jerrywealthtalks or our website at www.jerrywealthtalks.com
  • East Penn Financial Consulting Llc
    Founder And Managing Director
    East Penn Financial Consulting Llc Oct 2017 - Present
    640 Freedom Business Center Dr. Suite 100, King Of Prussia, Pa 19406
    Financial Service One Stop Shop - Real Estate, Insurance, Mortgage, Investment.East Penn Financial Consulting 宾东财富咨询 is a strategic partner with TransGlobal Holding Company 美国泛宇集团http://www.transglobalus.com
  • Transglobal Holding Co.
    Agency Director
    Transglobal Holding Co. Oct 2017 - Present
    Leading east coast agency reaching excellent performance, by developing strong relationship with all level of agents, maintaining good image of agency's brand, and ensuring positive customer services.
    View
  • Transamerica
    Independent Financial Services Professional
    Transamerica Apr 2007 - Oct 2017
    150 N Radnor Chester Rd, Suite F200, Radnor Pa 19087
    View
  • Air Products
    Sr. Data Consultant
    Air Products Jun 2007 - Jan 2016
    Decision Science. Business Supports. Logistic model development & sensitivity analysis.
    View
  • Lehigh University
    Research Assistant
    Lehigh University Aug 2002 - Jun 2007
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  • Grapecity Shanghai Ltd.
    System Consultant
    Grapecity Shanghai Ltd. Jul 2000 - Apr 2002
    View

Jerry Shen Skills

Management Business Analysis Client Services Sales Presentations Retirement Planning Insurance Planning College Education Planning Tax Planning Analysis Data Analysis Finance Financial Analysis Leadership

Jerry Shen Education Details

Frequently Asked Questions about Jerry Shen

What company does Jerry Shen work for?

Jerry Shen works for Transglobal Holding Co.

What is Jerry Shen's role at the current company?

Jerry Shen's current role is Agency Director at TransGlobal Holding Co..

What is Jerry Shen's email address?

Jerry Shen's email address is je****@****ica.com

What schools did Jerry Shen attend?

Jerry Shen attended Lehigh University, Lehigh University.

What skills is Jerry Shen known for?

Jerry Shen has skills like Management, Business Analysis, Client Services, Sales Presentations, Retirement Planning, Insurance Planning, College Education Planning, Tax Planning, Analysis, Data Analysis, Finance, Financial Analysis.

Who are Jerry Shen's colleagues?

Jerry Shen's colleagues are Jenny Lin, Hanna Xiao, Stephanie Rioux, Arina Zhang, Betty Shih, Mba, Akira Kato, Mary Wang.

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