Stephen Chen Email & Phone Number

Team Leader, Relationship Manager

San Jose, California

San Jose, CA

➢ Promote quality relations by regularly meeting with clients and readily supporting their banking or credit needs. ➢ Support senior loan officers on credit qualification process by gathering and analyzing financial, risk, and other due diligence item as needed. ➢ Design and analyze complex spreadsheet models for the purposes of financial valuations (i.e..

San Jose, CA

San Jose, CA

Oakland, CA

➢ Designed, programmed, tested, and administered research surveys.➢ Conducted usability & A|B testing for clients' specific programs. ➢ Coordinated and moderated focus groups and other in-depth interview studies. ➢ Performed statistical modeling of research and survey data.➢ Conducted qualitative and quantitative analyses and reporting.➢ Assisted clients.

Davis, CA

➢ Provided administrative & technical support for office, warehouse, and engineering staff.➢ Handled incoming calls and visitors; directing traffic to appropriate parties or sites.➢ Trained and managed part-time student staff with internal policies, procedures, and culture of internal departments.➢ Inventoried radio and other networking rental equipment.

Fremont, CA

➢ Provided customer, technical, and sales support of videogame related hardware and software in person and over the phone.➢ Consistently exceeded sales associate's weekly quota of 10 Game Informer magazine subscriptions during shift.➢ Engaged in cashier duties (cash and credit card handling/management, refunds, exchanges, and trade-ins).➢ Frequently.

Masters-Level Extension Program

Certificate Program, Financial Planning And Analysis

Relevant Coursework: ➢ Financial Accounting ➢ Corporate Finance ➢ Financial Analysis and Modeling ➢ Statement Analysis ➢ Mergers &.

Bachelor Of Arts - Ba, Double Major In Organizational Studies And Communication; Minor In Economics