AeroLeads people directory · profile
Ye (Cherie) Chen, Cfa, M.Ed Email & Phone Number
Financial Analyst Program
at
Ally
1 work email found
@ally.com
2 phones found area 480
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Analyst Program
Location
Charlotte, North Carolina, United States
Company size
Who is Ye (Cherie) Chen, Cfa, M.Ed? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ye (Cherie) Chen, Cfa, M.Ed is listed as Financial Analyst Program at Ally, a company with 15048 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at ally.com, phone signal with area code 480, and a matched LinkedIn profile for Ye (Cherie) Chen, Cfa, M.Ed.
Ye (Cherie) Chen, Cfa, M.Ed previously worked as Sr Investment Product Analyst at Lpl Financial and Executive Customer Relations at Ally. Ye (Cherie) Chen, Cfa, M.Ed holds Master'S Degree, Higher Education/Higher Education Administration from Arizona State University.
Company email context
Email format at Ally
This section adds company-level context without repeating Ye (Cherie) Chen, Cfa, M.Ed's masked contact details.
*@ally.com
71% confidence
AeroLeads found 1 current-domain work email signal for Ye (Cherie) Chen, Cfa, M.Ed. Compare company email patterns before reaching out.
Profile bio
About Ye (Cherie) Chen, Cfa, M.Ed
I'm a Finra Series 7, 63, 66 and 24 licensed Financial professional with a certificate in Wealth Management, and a CFA Charterholder.I have a Bachelor's degree in Finance from Hunan University, a top Project 985 university in China. I also gained my masters degree in Higher Education to enhance my transferable soft skills such as translating complex concepts to the audience, leadership and coaching, all encompassing the ultimate goal of helping others and the communities that nurtured me.Self starter. Natural curiosity. Adaptability. Highly coachable. Mission driven. Continuous learning. Perseverance.
Listed skills include Public Speaking, Research, Leadership, Higher Education, and 13 others.
Current workplace
Ye (Cherie) Chen, Cfa, M.Ed's current company
Company context helps verify the profile and gives searchers a useful next step.
Ally
11 roles
Ye (Cherie) Chen, Cfa, M.Ed work experience
A career timeline built from the work history available for this profile.
Sr Investment Product Analyst
CurrentETF and Mutual Fund partnerships.Investment product shelf analysis.Revenue generation strategy.
Oct 2024 - Present
Nov 2023 - Sep 2024
Investment Broker
Licensed Broker, specialized in equity/ETF, mutual funds and options trading in cash and margin accounts.
Jul 2021 - Nov 2023
Financial Analyst Program
Advanced Excel, financial modeling, financial statement analysis, etc.
Oct 2022 - Mar 2023
Invest Learning And Development
Wrote internal Knowledge articles on new and improving existing procedures(200+ articles within 6 months); designed a sharepoint website for L&D; created standard works and reporting procedures
Apr 2022 - Sep 2022
High Net Worth Client Senior Consultant
Oct 2020 - Jul 2021
High Net Worth Client Consultant
Jul 2020 - Sep 2020
Brokerage Research And Resolution Specialist
Jun 2019 - Jun 2020
Management Intern-Recruitment And Communications @University Housing
1. Recruited, trained, and supervised 20-25 college student staff as tour guides and CSRs in a high traffic and fast paced environment.2. Developed the residential hall tour programs in all 9 residential halls.3. Drove the digital presence of University Housing and designed marketing materials.4. Delivered large audience presentations such as University.
Jan 2018 - May 2019
Graduate Research Assistant
Oct 2017 - Jan 2018
Team & coworkers
Colleagues at Ally
Other employees you can reach at ally.com. View company contacts for 15048 employees →
IS
Igor Suskavcevic
Colleague at AllyMontenegro, Montenegro
View →
SB
Shelley Banner
Colleague at AllyAsheville, North Carolina, United States, United States
View →
KW
Kay Wood
Colleague at AllyGreenwood, Indiana, United States, United States
View →
JM
Jordan Masse
Colleague at AllyNew York, New York, United States, United States
View →
MF
Martin Falada
Colleague at AllyCarol Stream, Illinois, United States, United States
View →
MH
Michael Howey
Colleague at AllyDetroit, Michigan, United States, United States
View →
DH
Daniel H.
Colleague at AllyRochester, Michigan, United States, United States
View →
JC
Jason Cannon
Colleague at AllyLansing, Michigan, United States, United States
View →
JA
Jonathan Archer, Cpa
Colleague at AllyNiagara Falls, New York, United States, United States
View →
TB
Tanmay Bairagi
Colleague at AllyBangladesh, Bangladesh
View →
Igor Suskavcevic
Colleague at AllyMontenegro, Montenegro
View →
SB
Shelley Banner
Colleague at AllyAsheville, North Carolina, United States, United States
View →
KW
Kay Wood
Colleague at AllyGreenwood, Indiana, United States, United States
View →
JM
Jordan Masse
Colleague at AllyNew York, New York, United States, United States
View →
MF
Martin Falada
Colleague at AllyCarol Stream, Illinois, United States, United States
View →
MH
Michael Howey
Colleague at AllyDetroit, Michigan, United States, United States
View →
DH
Daniel H.
Colleague at AllyRochester, Michigan, United States, United States
View →
JC
Jason Cannon
Colleague at AllyLansing, Michigan, United States, United States
View →
JA
Jonathan Archer, Cpa
Colleague at AllyNiagara Falls, New York, United States, United States
View →
TB
Tanmay Bairagi
Colleague at AllyBangladesh, Bangladesh
View →
3 education records
Ye (Cherie) Chen, Cfa, M.Ed education
Master'S Degree, Higher Education/Higher Education Administration
Arizona State University
Bachelor'S Degree, Finance
Hunan University
Sponsored One-Year Exchange Program By China Scholarship Council, Finance
Arizona State University
FAQ
Frequently asked questions about Ye (Cherie) Chen, Cfa, M.Ed
Quick answers generated from the profile data available on this page.
What company does Ye (Cherie) Chen, Cfa, M.Ed work for?
Ye (Cherie) Chen, Cfa, M.Ed works for Ally.
What is Ye (Cherie) Chen, Cfa, M.Ed's role at Ally?
Ye (Cherie) Chen, Cfa, M.Ed is listed as Financial Analyst Program at Ally.
What is Ye (Cherie) Chen, Cfa, M.Ed's email address?
AeroLeads has found 1 work email signal at @ally.com for Ye (Cherie) Chen, Cfa, M.Ed at Ally.
What is Ye (Cherie) Chen, Cfa, M.Ed's phone number?
AeroLeads has found 2 phone signal(s) with area code 480 for Ye (Cherie) Chen, Cfa, M.Ed at Ally.
Where is Ye (Cherie) Chen, Cfa, M.Ed based?
Ye (Cherie) Chen, Cfa, M.Ed is based in Charlotte, North Carolina, United States while working with Ally.
What companies has Ye (Cherie) Chen, Cfa, M.Ed worked for?
Ye (Cherie) Chen, Cfa, M.Ed has worked for Ally, Lpl Financial, Vanguard, and Arizona State University.
Who are Ye (Cherie) Chen, Cfa, M.Ed's colleagues at Ally?
Ye (Cherie) Chen, Cfa, M.Ed's colleagues at Ally include Igor Suskavcevic, Shelley Banner, Kay Wood, Jordan Masse, and Martin Falada.
How can I contact Ye (Cherie) Chen, Cfa, M.Ed?
You can use AeroLeads to view verified contact signals for Ye (Cherie) Chen, Cfa, M.Ed at Ally, including work email, phone, and LinkedIn data when available.
What schools did Ye (Cherie) Chen, Cfa, M.Ed attend?
Ye (Cherie) Chen, Cfa, M.Ed holds Master'S Degree, Higher Education/Higher Education Administration from Arizona State University.
What skills is Ye (Cherie) Chen, Cfa, M.Ed known for?
Ye (Cherie) Chen, Cfa, M.Ed is listed with skills including Public Speaking, Research, Leadership, Higher Education, Coordination, Employee Training, Partnerships, and Microsoft Office.
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