Simone Chen, Cfa Email and Phone Number
Simone Chen, Cfa work email
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Simone Chen, Cfa personal email
Simone Chen, Cfa is a Senior Credit Research Associate at Vanguard at Vanguard. She possess expertise in microsoft excel, microsoft office, microsoft word, chinese, spanish and 14 more skills. She is proficient in Chinese.
Vanguard
View- Website:
- vanguard.com
- Company email:
- privacy@vanguard.com
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Senior Municipal Credit Research AssociateVanguard May 2022 - PresentValley Forge, Pa, Us
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Municipal Credit Research AssociateVanguard Apr 2020 - May 2022Valley Forge, Pa, Us
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Investment AnalystVanguard Aug 2018 - Apr 2020Valley Forge, Pa, Us
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Supervision, Regulation, And Credit InternFederal Reserve Bank Of Boston May 2017 - Aug 2017Boston, Ma, Us• Evaluated the effectiveness of systemically important banks’ Recovery and Resolution Plans.• Assessed and compared the quality of board reporting content and aggregated examination findings into the annual assessment report to be issued to a systemically important custodian bank.• Participated in a business strategy workgroup that examined travel information datasets, conducted outreach to industry contacts, and surveyed over 300 employees to identify travel cost savings opportunities. Aggregated the team’s research into an actionable list of recommendations.• Developed a dynamic tool using various Excel macros to analyze time allocation and utilization for the supervisory team on both an individual and team average level. -
Asset Management Compliance InternFidelity Investments Jun 2016 - Aug 2016Boston, Ma, Us• Researched and analyzed the investment, trading, pricing, marketing, distribution, regulatory and strategic differences between two SEC registered investment vehicle structures• Developed a comprehensive business case study and competitive analysis comparing the open-end and closed-end investment company marketplace. Delivered a highly developed recommendation to a team of senior compliance executives regarding the viability of offering the closed-end structure to prospective clients• Significantly enhanced a vendor review compliance template by identifying, programming, and implementing modern Excel features into a vendor management tool to create a more efficient Vendor Review Process• Managed overdue external compliance reports -
Accounting - Payroll And Stock Administration InternVertex Pharmaceuticals May 2015 - Aug 2015Boston, Ma, Us• Facilitated a complex data migration to a third-party vendor, a new stock administration platform• Revamped team website on SharePoint to enhance user experience and reflect transition to the new platform• Gained exposure to budget reporting and forecasting tools used commonly in accounting
Simone Chen, Cfa Skills
Simone Chen, Cfa Education Details
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Cornell UniversityEconomics
Frequently Asked Questions about Simone Chen, Cfa
What company does Simone Chen, Cfa work for?
Simone Chen, Cfa works for Vanguard
What is Simone Chen, Cfa's role at the current company?
Simone Chen, Cfa's current role is Senior Credit Research Associate at Vanguard.
What is Simone Chen, Cfa's email address?
Simone Chen, Cfa's email address is si****@****ity.com
What schools did Simone Chen, Cfa attend?
Simone Chen, Cfa attended Cornell University.
What skills is Simone Chen, Cfa known for?
Simone Chen, Cfa has skills like Microsoft Excel, Microsoft Office, Microsoft Word, Chinese, Spanish, Leadership, Customer Service, Financial Analysis, Risk Management, Event Planning, Photoshop, Social Media.
Who are Simone Chen, Cfa's colleagues?
Simone Chen, Cfa's colleagues are Chris Santillo, Alex K., Shania Beck, James Adamus, Annmarie Bjorklund, Cfp ®, Srilatha Nimmagadda, Nicole B..
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