Stephanie Chen Email and Phone Number
Stephanie Chen work email
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Stephanie Chen personal email
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Are you a tech executive feeling financially stressed because you’re worried about inflation and the high cost of living and don’t have the time to manage your money properly? Are you overwhelmed with work and would like some financial clarity? We work with highly compensated professionals to help them “close the gap”- pay down debt, build a retirement plan, and protect themselves and their ability to work in case of sickness or injury. Together we build a holistic plan for your short-and- long-term goals and give you confidence so you can focus on your medical career. Our team of professionals became financial advisors because we understand how to optimize the technical features along with the emotional aspects around our decisions about money. I enjoy helping clients define what’s important to them and why. Consider me a “financial coach” - because when we talk about your financial goals, what we’re really discussing is how you feel about risk, security and your values. We want our clients to live in “financial peace” – to be happy about their choices and to be free to do what they do best – follow their passions, do good work, raise loving families. Just as it’s never too early to be proactive about your physical fitness and wellness, it’s never too early to focus on your financial health. Let’s spend 20 minutes together on the phone discussing what money concerns you have and I’ll share strategies on how we can give you financial peace. It’s my gift to you.
Clavius Wealth Management
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Director, Financial Education AdvocacyClavius Wealth Management Jan 2021 - PresentRedwood City, California, United States -
Consultant, Financial Education AdvocacyClavius Wealth Management May 2020 - Jan 2021My team offers “Financial Education for Geniuses” workshops geared towards medical residents, fellows and early career physicians. If you fit that category and are curious at how we can supercharge your financial acumen, give us a shout! -
Associate Wealth Management AdvisorNorthwestern Mutual Mar 2018 - May 2020 -
Associate Financial RepresentativeNorthwestern Mutual Sep 2015 - Feb 2018 -
Mom-In-ChiefNiu Family Inc. 2007 - Sep 2015San Francisco Bay AreaDuties include but not limited to:Chief of Logistics, Head Planning Coordinator, Nutrition Adviser, Health & Safety Lead, Educational Development, Accounts Payable, Sanitation Engineer, Communications Manager, Driver and Resident Domestic Goddess.
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Head Of Communications, Hong KongAbn Amro Bank N.V. Jun 2006 - Dec 2006• Management: Collaborated closely with the Chief Executive to plan and coordinate a successful communication program that aligned with regional publicity objectives, strategies, internal standards for an office of 1,200 staff. Drafted key messages for the bank and individual Business Units, especially the Consumer Clients division. Developed annual budget for HK activities and ensured budget was met. Prepared and finalized speeches, briefings & presentations for all senior management. As part of Senior Management Team, analyzed and synthesized all internal and public relations issues within all business areas; managed team of four.• External Communications: Advised on all Corporate Social Responsibility efforts such as employee volunteering and corporate philanthropy. Coordinated the bank’s 100th Anniversary celebration “Life in Hong Kong” in 2006. This year-long campaign incorporated a strong internal communication program, involvement with the local community through a selected charity, employee volunteering, press receptions, marketing collateral and outdoor advertising. Organized & coordinated all community relations events such as the English Project for Teens & soccer games for the learning disabled. • Employee Engagement/Internal Communications: Led and executed local communication plans. Managed all messaging for various communication channels – face-to-face, press, newsletters, and Web site. Organized all-employee quarterly results presentations; oversaw all local events such as investor conferences, client entertainment functions and dinner with President of the Philippines. Spearheaded annual Rewards and Recognition program; managed local communications strategy for annual global employee survey; developed first ever brochure for Commercial Clients department. Initiated inaugural Women’s Network -
Communications & Events ManagerAbn Amro Bank N.V. Oct 2003 - Jun 2006Hong Kong• Employee Engagement/Internal Communications: Initiated the first ever Community Investment Committee by influencing senior management to formalize a corporate volunteer program. Supported bank’s Sustainable Development agenda for Asia. Developed first newsletter specifically for Asia. Wrote content for intranet & researched and drafted senior management speeches. • Event Management & Sponsorship: Managed events for all parts of the bank ranging from investor conferences, seminars, and press events to client entertainment cocktails, delegation visits, and wine-tasting dinners throughout Asia. Overall project manager for the Asian leg of a global arts sponsorship in Shanghai & Singapore in 2003/04 and Seoul in 2005. Project led all internal events such as quarterly results presentations, offsites and regular staff Happy Hours. -
Manager, Live Events Asia PacificCartoon Network Oct 2002 - Mar 2003Hong Kong• Event Management: Managed Cartoon Network licensed events from creation, to planning to implementation for North Asia. Responsible for overall project including budgets, legal, retail, creative, PR, marketing and brand assurance. Ensured that events adhered to global brand guidelines and license agreement and all corporate policy requests. Liaised and coordinated all aspects of the event and communication between client and event management company. Successfully implemented 2 events – one in Hong Kong and one in the Philippines. • Business Development: Positioned to meet revenue targets for the region by partnering with suitable clients to increase brand awareness of Cartoon Network properties. Focused on selling events to support network, retail and promotional activities. Sold one event to large HK conglomerate integrating ad sales, retail and creative services. -
Account ManagerJack Morton Worldwide Jan 2001 - Sep 2002Hong Kong• Business Development: Initiated and developed new business opportunities with select multinationals such as PricewaterhouseCoopers, BNP Paribas and Deutsche Bank. Met aggressive sales targets by targeting new sectors. In 2002, generated an additional USD1.2M in annual revenue. Drove awareness of Jack Morton’s event management capabilities through networking opportunities and aggressively building contacts.• Account Management: Strengthened existing relationships with clients; cross-sold new products and grew accounts across various media - meetings and events; video; digital media; environments; learning; print and graphics. Serviced clients such as HSBC, Standard Jardine Fleming Bank, Standard Chartered throughout project duration and provided guidance to in-house events and print production teams. Leveraged client relationships across global JMW offices. Researched, identified and planned annual events with clients.• Marketing: Developed marketing materials and ensured all JMW collateral met corporate identity guidelines. Ensured Solution Sheets were produced after each project. Promoted Hong Kong office to other international offices and head office. Tailored presentation materials to meet individual needs of prospective clients. • Communications Skills: Researched and wrote proposals and pitches with team; ensured all aspects of the brief were met; presented creative strategic solutions and follow-up. • Team Building: Worked closely with Production and Creative teams to ensure that resources were adequately allocated to each project to meet quality standards. Collaborated with team members on creative brainstorming, solutions and execution to meet the challenges of each project. • Budgeting: Managed budgeting process for each project; ensured that gross margin targets were met and that appropriate budgets were set according to client’s budget parameters. -
Events & Marketing ManagerThe Canadian Chamber Of Commerce In Hong Kong Oct 1999 - Nov 2000Hong Kong• Press: Developed all press kits and promotional collateral for events and membership recruiting. Spearheaded website re-launch and Internet strategy.• Event Planning: Conceptualized and coordinated up to 100 events a year ranging from business events (round-table meetings, speakers, VIP delegations & conferences) to social events (monthly cocktails & annual ball).• Sponsorship: Increased corporate sponsorship opportunities and worked closely with partners to enhance profiles.• Budgeting: Bottom-line responsibility for all events and advertising to meet monthly & annual budgets• Management: Delegated work responsibilities and supervised job performance of one Events Coordinator. -
Sales & Marketing Analyst, Business DevelopmentColliers Apr 1996 - Sep 1999Hong Kong• Research & Analysis: Completed market analysis and developed database for commercial market sector in Beijing. Conducted comprehensive competitive analysis to build market share. Managed financial analyses and total cost evaluations for leasing/sales options. Analyzed data and wrote research and consultancy reports that forecasted market movements.• Sales & Marketing: Developed sales and marketing strategy and implemented plans. Improved marketing materials and communication tools.• Communications: Wrote proposals and creative for marketing materials including brochures, presentations, and information kits.• Event Planning: Planned and executed high profile launch of new facilities management company with over 100 clients and VIP executives at the exclusive Jardines Penthouse.• Relationship-Building: Improved communications channels throughout company by fostering interdepartmental relations. Promoted cross-selling among commercial, residential, research and property management departments. -
Merchandise & Marketing ManagerBraemar Apparel Inc. Jul 1993 - Dec 1995Toronto, Canada Area• Planning & Analysis: Analyzed chainwide sales performance; made recommendations on future stylings, colours, fabrics, and quantities of buys. Ensured sales planning budgets were adhered to and took required action on any discrepancies. Worked on product distribution plans to ensure proper merchandise mix & minimize inventory risk.• Advertising & Public Relations: Liaised with advertising agency on strategy; acted as an adviser on photoshoots for print and television. Worked on public relations for the grand openings of three new concept stores.• Communications: Developed and communicated seasonal merchandise selling tools to all 80 stores on a quarterly basis. Prepared weekly newsletters and highlights to over 1,000 sales staff.
Stephanie Chen Skills
Stephanie Chen Education Details
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St. Joseph'S Morrow Park Secondary School
Frequently Asked Questions about Stephanie Chen
What company does Stephanie Chen work for?
Stephanie Chen works for Clavius Wealth Management
What is Stephanie Chen's role at the current company?
Stephanie Chen's current role is Financial Education Evangelist | Advocate for Your Future Self | Pro Mom.
What is Stephanie Chen's email address?
Stephanie Chen's email address is go****@****ail.com
What schools did Stephanie Chen attend?
Stephanie Chen attended Ivey Business School At Western University, Beijing Language And Culture University, St. Joseph's Morrow Park Secondary School.
What are some of Stephanie Chen's interests?
Stephanie Chen has interest in Education, Arts And Culture, Children.
What skills is Stephanie Chen known for?
Stephanie Chen has skills like Marketing Communications, Corporate Communications, Strategic Communications, Internal Communications, Proposal Writing, Speech Writing, Employee Engagement, Corporate Social Responsibility, Public Speaking, Corporate Events, Live Events, Event Management.
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Stephanie Roualet
Los Angeles, Ca1gibsondunn.com -
Stephanie Chen
Los Angeles Metropolitan Area4gmail.com, mckinsey.com, facebook.com, guess.com3 +121376XXXXX
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Stephanie Chen
San Francisco, Ca6gmail.com, clever.com, hotmail.com, airbnb.com, clever.com, sofarocean.com7 +160986XXXXX
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