Steve Chen

Steve Chen Email and Phone Number

Founder and CEO @ Boldin
San Francisco, CA, US
Steve Chen's Location
San Francisco, California, United States, United States
Steve Chen's Contact Details
About Steve Chen

I'm an entrepreneur in San Francisco building a new way to help anyone get on a path for Financial Independence as the founder & CEO of Boldin (formerly NewRetirement). We've built the "TurboTax" for financial planning and are creating a platform spanning SAAS, classes, coaching and CFPs for consumers, advisors and companies. If you check out our work - all feedback is welcome!Some career highlights:1) paper boy, ski patrol, pizza delivery guy, resident assistant, gym medical tech 2) got a Secret clearance in college and worked on Trident submarine passive navigation systems 3) consulted with banks, brokerages and insurance companies in the US and EU4) co-founded a VC backed company that raised $40M and filed to go public (got sold)5) bootstrapped a profitable 7 figure consulting firm & a separate performance marketing firm Specialties: consumer Internet, performance-based marketing, software as a service, product, team building, financial services, education, life cycle finance.

Steve Chen's Current Company Details
Boldin

Boldin

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Founder and CEO
San Francisco, CA, US
Website:
boldin.com
Employees:
54
Steve Chen Work Experience Details
  • Boldin
    Founder And Ceo
    Boldin
    San Francisco, Ca, Us
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  • Boldin
    Founder & Ceo
    Boldin Jan 2015 - Present
    Mill Valley, California, Us
    Boldin: Your Financial Confidence Platform(Formerly NewRetirement)
    View
  • Sec Ventures
    Sec Ventures - Consulting, Building, Investing
    Sec Ventures Jan 2003 - Dec 2014
    San Francisco, Ca, Us
    Advising, investing, building across enterprise, early stage companies & internal projects. Core competencies - building full stack teams & projects from scratch. Domain expertise: Financial Services, SAAS, FinTech, open source, performance marketing, consumer internet.Clients included Dimensional Fund Advisors, Integrated Finance Limited, Trinsum and Liazon (Willis Towers Watson).
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  • Charles Schwab
    Director, Core Portfolio Services
    Charles Schwab Jun 2002 - Dec 2002
    Westlake, Texas, Us
    Led the business side program management & methodology development for a new suite of core portfolio services that support various enterprises & channels
    View
  • Embark Corporation
    Co-Founder, Vice President, Sales / R&D - Board Director
    Embark Corporation Aug 1995 - Mar 2001
    New York, Ny, Us
    Co-founded Embark and put the college search and admission process online. Created one of the first SAAS businesses.Embark was a market leader that received numerous industry awards and recognition including Upside’s Hot 100 Private Companies (1999 & 2001), PC Magazine’s Editor’s Choice (2000), Forbes Best (2000), and CIO Magazine’s Top 50 Web Business (1999). Was a leader in executing the development of Embark’s vision, strategy and plan. - Raised a total of $42M. Grew company from 5 co-founders to over 200 employees.- Shaped vision for product and led product development and business development. Delivered 130% year to year growth from 1996 to 2000.
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  • Seer Technologies, Inc.
    Senior Consultant / Account Manager / Product Manager
    Seer Technologies, Inc. Aug 1991 - Jan 1995
    Taguig City, Metro Manila, Ph
    Seer was a joint venture between IBM and Credit Suisse First Boston that grew to become a market leader in enterprise application development tools with $117M in revenues and 850 people in 12 countries and went public.- Advised Global 1000 financial services customers in the brokerage, banking, insurance and retail industries – both in the United States and Europe - including Charles Schwab, Key Bank, Lloyd’s of London (UK), BCI (Italy), Generali (Italy), Den Danske Bank (Denmark) and IBM Italy.
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Steve Chen Skills

Saas Strategy Start Ups Enterprise Software Product Management Entrepreneurship Business Development Management New Business Development Business Strategy Leadership Strategic Partnerships Product Development Program Management Software Development Consumer Internet Executive Management Digital Marketing Portfolio Management Venture Capital E Commerce Lead Generation Integration Analytics Mobile Applications General Awesomeness Software As A Service Web Applications Corporate Development Angel Investing Mobile Devices Go To Market Strategy Cloud Computing Awesomeness

Steve Chen Education Details

  • Boston University
    Boston University
    Systems Engineering
  • High School
    High School

Frequently Asked Questions about Steve Chen

What company does Steve Chen work for?

Steve Chen works for Boldin

What is Steve Chen's role at the current company?

Steve Chen's current role is Founder and CEO.

What is Steve Chen's email address?

Steve Chen's email address is st****@****res.com

What is Steve Chen's direct phone number?

Steve Chen's direct phone number is +141573*****

What schools did Steve Chen attend?

Steve Chen attended Boston University, High School.

What are some of Steve Chen's interests?

Steve Chen has interest in Mobile, Enterprise Software, Consumer Internet.

What skills is Steve Chen known for?

Steve Chen has skills like Saas, Strategy, Start Ups, Enterprise Software, Product Management, Entrepreneurship, Business Development, Management, New Business Development, Business Strategy, Leadership, Strategic Partnerships.

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