Lisa Chen Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

I lead a community of nearly 1,400 traders and investors, ranging from beginners to seasoned professionals. I oversee the organization of events, workshops, and discussions that promote learning, networking, and collaboration. By bringing in industry experts and volunteers, I aim to provide our members with practical tools, insights, and strategies to help them grow their skills and achieve their financial goals. My focus is on guiding the club's growth, ensuring it remains a supportive and… Show more I lead a community of nearly 1,400 traders and investors, ranging from beginners to seasoned professionals. I oversee the organization of events, workshops, and discussions that promote learning, networking, and collaboration. By bringing in industry experts and volunteers, I aim to provide our members with practical tools, insights, and strategies to help them grow their skills and achieve their financial goals. My focus is on guiding the club's growth, ensuring it remains a supportive and resourceful space for all to thrive. Show less

Vancouver, British Columbia, Canada

• In-depth understanding of financial markets, instruments, and trading platforms. • Analyzing large datasets to extract insights. • One of thirteen traders worldwide with a highly coveted Advisor position with World Cup. • Machine learning for predictive analytics and pattern recognition, specifically in evaluating trading strategies for their ability to predict future outcomes. • Out-of-sample testing, sensitivity analysis, and walk-forward testing techniques to… Show more • In-depth understanding of financial markets, instruments, and trading platforms. • Analyzing large datasets to extract insights. • One of thirteen traders worldwide with a highly coveted Advisor position with World Cup. • Machine learning for predictive analytics and pattern recognition, specifically in evaluating trading strategies for their ability to predict future outcomes. • Out-of-sample testing, sensitivity analysis, and walk-forward testing techniques to avoid overfitting. • Design and implementation of fully-automated algorithmic trading strategies with a deep understanding of financial markets, instruments, and trading platforms. • In-depth analysis of large datasets to extract valuable insights and innovative problem-solving abilities for devising trading methodologies. • Risk management techniques and tools. • Comprehensive knowledge of market structure and order book dynamics. • Price movement analysis in CME Futures. • Custom multi-stage risk management system for portfolio diversification and regular strategy re-balancing for a leading global algorithmic trading company. • Developed a Quant Portfolio Intelligence platform that uses predictive analytics and data visualization techniques to curate robust, non-correlated portfolios from thousands of strategies and systems. • Developed StockAIPicker evaluation system that uses predefined rules and logical algorithms to analyze and make buying/selling decisions on U.S. stocks, based on inputs from human experts, which the AI follows to generate output. Show less

Vancouver, British Columbia, Canada

Designed innovative trading methodologies and developed/implemented fully-automated algorithmic strategies that propelled us to achieve a top 5 finish in the 2021 World Cup Trading Championships, delivering an 89% annual return. This success earned me an invitation to join an elite group of thirteen traders worldwide as an Advisor with World Cup.Leading a team of programmers, I directed the development of custom tools for automating the processes of optimization, testing, portfolio… Show more Designed innovative trading methodologies and developed/implemented fully-automated algorithmic strategies that propelled us to achieve a top 5 finish in the 2021 World Cup Trading Championships, delivering an 89% annual return. This success earned me an invitation to join an elite group of thirteen traders worldwide as an Advisor with World Cup.Leading a team of programmers, I directed the development of custom tools for automating the processes of optimization, testing, portfolio construction, and risk management for the over 30 algo strategies I had designed. These tools streamlined operations and strengthened our competitive edge. Show less

Vancouver, British Columbia, Canada

Company Profile:Signware Inc. was Canada's leading supplier of hardware, software, and supplies for the sign and graphics industry.Role Overview:Led business operations including human resources, finance, legal, and projects, driving strategic decisions aligned with organizational goals.Acted on behalf of the president in key decision-making processes, contributing to company growth and success.Team Management:Managed a cross-functional team across offices in… Show more Company Profile:Signware Inc. was Canada's leading supplier of hardware, software, and supplies for the sign and graphics industry.Role Overview:Led business operations including human resources, finance, legal, and projects, driving strategic decisions aligned with organizational goals.Acted on behalf of the president in key decision-making processes, contributing to company growth and success.Team Management:Managed a cross-functional team across offices in Toronto, Calgary, and Vancouver, fostering engagement and cultivating a cohesive company culture amidst geographic diversity.Achievements:Expanded a two-person startup into a medium-sized company.Spearheaded strategic initiatives that significantly boosted growth and profitability.Recognized as a finalist in the Ernst & Young Entrepreneur of the Year® awards. Show less

Vancouver, British Columbia, Canada

Licenses obtained through the Canadian Securities Institute, executing trades for stocks, options, bonds, mutual funds, and fixed income securities on behalf of clients for their former discount brokerage subsidiary.