Senior Municipal Credit Research Associate
Current
May 2022 - Present
AeroLeads people directory · profile
Simone Chen, Cfa Email & Phone Number
Senior Credit Research Associate at Vanguard
at
Vanguard
2 work emails found
@vanguard.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Credit Research Associate at Vanguard
Location
Philadelphia, Pennsylvania, United States
Who is Simone Chen, Cfa? Overview
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Quick answer
Simone Chen, Cfa is listed as Senior Credit Research Associate at Vanguard at Vanguard, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Simone Chen, Cfa.
Simone Chen, Cfa previously worked as Senior Municipal Credit Research Associate at Vanguard and Municipal Credit Research Associate at Vanguard. Simone Chen, Cfa holds Bachelor’S Degree, Economics from Cornell University.
Company email context
Email format at Vanguard
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*@vanguard.com
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AeroLeads found 2 current-domain work email signals for Simone Chen, Cfa. Compare company email patterns before reaching out.
Profile bio
About Simone Chen, Cfa
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.
Listed skills include Microsoft Excel, Microsoft Office, Microsoft Word, Chinese, and 15 others.
Current workplace
Simone Chen, Cfa's current company
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6 roles
Simone Chen, Cfa work experience
A career timeline built from the work history available for this profile.
Municipal Credit Research Associate
Apr 2020 - May 2022
Investment Analyst
Aug 2018 - Apr 2020
Supervision, Regulation, And Credit Intern
• 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.
May 2017 - Aug 2017
Asset Management Compliance Intern
• 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
Jun 2016 - Aug 2016
Accounting - Payroll And Stock Administration Intern
• 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
May 2015 - Aug 2015
Team & coworkers
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts →
BL
Brent Langley, Cfp®
Colleague at VanguardPhoenix, Arizona, United States
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MC
Manjira Chekuri
Colleague at VanguardMalvern, Pennsylvania, United States
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SB
Sara Blumenstein
Colleague at VanguardGreater Philadelphia, United States
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AN
Ashlan Nilsen, Mba
Colleague at VanguardScottsdale, Arizona, United States
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MS
Morgan Stallings
Colleague at VanguardGastonia, North Carolina, United States
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SC
Shan Chen
Colleague at VanguardPhiladelphia, Pennsylvania, United States
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SV
Shawn Vembenil
Colleague at VanguardWhite Plains, New York, United States
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HP
H Parker Smith Iii, Mba
Colleague at VanguardHorsham, Pennsylvania, United States
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JP
Jennifer Popowicz
Colleague at VanguardKing Of Prussia, Pennsylvania, United States
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NR
Nicole Reynolds, Mba
Colleague at VanguardMalvern, Pennsylvania, United States
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Brent Langley, Cfp®
Colleague at VanguardPhoenix, Arizona, United States
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MC
Manjira Chekuri
Colleague at VanguardMalvern, Pennsylvania, United States
View →
SB
Sara Blumenstein
Colleague at VanguardGreater Philadelphia, United States
View →
AN
Ashlan Nilsen, Mba
Colleague at VanguardScottsdale, Arizona, United States
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MS
Morgan Stallings
Colleague at VanguardGastonia, North Carolina, United States
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SC
Shan Chen
Colleague at VanguardPhiladelphia, Pennsylvania, United States
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SV
Shawn Vembenil
Colleague at VanguardWhite Plains, New York, United States
View →
HP
H Parker Smith Iii, Mba
Colleague at VanguardHorsham, Pennsylvania, United States
View →
JP
Jennifer Popowicz
Colleague at VanguardKing Of Prussia, Pennsylvania, United States
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NR
Nicole Reynolds, Mba
Colleague at VanguardMalvern, Pennsylvania, United States
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1 education record
Simone Chen, Cfa education
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Cornell University
FAQ
Frequently asked questions about Simone Chen, Cfa
Quick answers generated from the profile data available on this page.
What company does Simone Chen, Cfa work for?
Simone Chen, Cfa works for Vanguard.
What is Simone Chen, Cfa's role at Vanguard?
Simone Chen, Cfa is listed as Senior Credit Research Associate at Vanguard at Vanguard.
What is Simone Chen, Cfa's email address?
AeroLeads has found 2 work email signals at @vanguard.com for Simone Chen, Cfa at Vanguard.
Where is Simone Chen, Cfa based?
Simone Chen, Cfa is based in Philadelphia, Pennsylvania, United States while working with Vanguard.
What companies has Simone Chen, Cfa worked for?
Simone Chen, Cfa has worked for Vanguard, Federal Reserve Bank Of Boston, Fidelity Investments, and Vertex Pharmaceuticals.
Who are Simone Chen, Cfa's colleagues at Vanguard?
Simone Chen, Cfa's colleagues at Vanguard include Brent Langley, Cfp®, Manjira Chekuri, Sara Blumenstein, Ashlan Nilsen, Mba, and Morgan Stallings.
How can I contact Simone Chen, Cfa?
You can use AeroLeads to view verified contact signals for Simone Chen, Cfa at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did Simone Chen, Cfa attend?
Simone Chen, Cfa holds Bachelor’S Degree, Economics from Cornell University.
What skills is Simone Chen, Cfa known for?
Simone Chen, Cfa is listed with skills including Microsoft Excel, Microsoft Office, Microsoft Word, Chinese, Spanish, Leadership, Customer Service, and Financial Analysis.
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