Director Of Trading
Current
Apr 2020 - Present
AeroLeads people directory · profile
Yiwen Chen, Cfa Email & Phone Number
Director of Trading at Transform Wealth
at
Transform Wealth
1 work email found
@transformwealth.com
2 phones found area 303
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Trading at Transform Wealth
Location
Denver, Colorado, United States
Company size
Who is Yiwen Chen, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Yiwen Chen, Cfa is listed as Director of Trading at Transform Wealth at Transform Wealth, a with 12 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at transformwealth.com, phone signal with area code 303, and a matched LinkedIn profile for Yiwen Chen, Cfa.
Yiwen Chen, Cfa previously worked as Director of Trading at Transform Wealth and Portfolio Manager & Director of Trading at Bsw Wealth Partners. Yiwen Chen, Cfa holds Bachelors Of Science, Business Administration - Finance from University Of Colorado At Boulder - Leeds School Of Business.
Company email context
Email format at Transform Wealth
This section adds company-level context without repeating Yiwen Chen, Cfa's masked contact details.
*@transformwealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Yiwen Chen, Cfa. Compare company email patterns before reaching out.
Profile bio
About Yiwen Chen, Cfa
Yiwen Chen, Cfa is a Director of Trading at Transform Wealth at Transform Wealth. They possess expertise in valuation, sales, microsoft office, powerpoint, accounting and 11 more skills.
Listed skills include Valuation, Sales, Microsoft Office, Powerpoint, and 12 others.
Current workplace
Yiwen Chen, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Transform Wealth
9 roles
Yiwen Chen, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager & Director Of Trading
Apr 2018 - Aug 2019
Portfolio Manager & Director Of Reporting
Jun 2015 - Mar 2018
Associate Portfolio Manager & Reporting Specialist
Jun 2014 - Jun 2015
Portfolio Mechanic & Reporting Specialist
Jan 2012 - Jun 2014
Summer/Fall Associate
Jun 2011 - Dec 2011
Freelance Web Designer
Jan 2009 - Dec 2011
Cu Sporting Events Sales Manager, Assistant Store Manager, Wholesale Manager
Jun 2006 - Jun 2009
Public Affairs Summer Intern
Roche Colorado, Corp
Jun 2008 - Aug 2008
Team & coworkers
Colleagues at Transform Wealth
Other employees you can reach at transformwealth.com. View company contacts for 12 employees →
LP
Luis Perez
Colleague at Transform WealthDenver, Colorado, United States
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KY
Kim Young
Colleague at Transform WealthColorado Springs, Colorado, United States
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KT
Ken Tillman
Colleague at Transform WealthDenver Metropolitan Area, United States
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WV
William Van Keulen
Colleague at Transform WealthDenver, Colorado, United States
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NK
Nathan Kubik
Colleague at Transform WealthDenver, Colorado, United States
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MM
Michael Meador
Colleague at Transform WealthDenver, Colorado, United States
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JA
Jonathan Ahalt
Colleague at Transform WealthDenver, Colorado, United States
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GP
Gordan Post, Cfp®, Mba
Colleague at Transform WealthDenver, Colorado, United States
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Luis Perez
Colleague at Transform WealthDenver, Colorado, United States
View →
KY
Kim Young
Colleague at Transform WealthColorado Springs, Colorado, United States
View →
KT
Ken Tillman
Colleague at Transform WealthDenver Metropolitan Area, United States
View →
WV
William Van Keulen
Colleague at Transform WealthDenver, Colorado, United States
View →
NK
Nathan Kubik
Colleague at Transform WealthDenver, Colorado, United States
View →
MM
Michael Meador
Colleague at Transform WealthDenver, Colorado, United States
View →
JA
Jonathan Ahalt
Colleague at Transform WealthDenver, Colorado, United States
View →
GP
Gordan Post, Cfp®, Mba
Colleague at Transform WealthDenver, Colorado, United States
View →
1 education record
Yiwen Chen, Cfa education
FAQ
Frequently asked questions about Yiwen Chen, Cfa
Quick answers generated from the profile data available on this page.
What company does Yiwen Chen, Cfa work for?
Yiwen Chen, Cfa works for Transform Wealth.
What is Yiwen Chen, Cfa's role at Transform Wealth?
Yiwen Chen, Cfa is listed as Director of Trading at Transform Wealth at Transform Wealth.
What is Yiwen Chen, Cfa's email address?
AeroLeads has found 1 work email signal at @transformwealth.com for Yiwen Chen, Cfa at Transform Wealth.
What is Yiwen Chen, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 303 for Yiwen Chen, Cfa at Transform Wealth.
Where is Yiwen Chen, Cfa based?
Yiwen Chen, Cfa is based in Denver, Colorado, United States while working with Transform Wealth.
What companies has Yiwen Chen, Cfa worked for?
Yiwen Chen, Cfa has worked for Transform Wealth, Bsw Wealth Partners, Yiwen Chen Web Design, Doc Popcorn, Inc, and Roche Colorado, Corp.
Who are Yiwen Chen, Cfa's colleagues at Transform Wealth?
Yiwen Chen, Cfa's colleagues at Transform Wealth include Luis Perez, Kim Young, Ken Tillman, William Van Keulen, and Nathan Kubik.
How can I contact Yiwen Chen, Cfa?
You can use AeroLeads to view verified contact signals for Yiwen Chen, Cfa at Transform Wealth, including work email, phone, and LinkedIn data when available.
What schools did Yiwen Chen, Cfa attend?
Yiwen Chen, Cfa holds Bachelors Of Science, Business Administration - Finance from University Of Colorado At Boulder - Leeds School Of Business.
What skills is Yiwen Chen, Cfa known for?
Yiwen Chen, Cfa is listed with skills including Valuation, Sales, Microsoft Office, Powerpoint, Accounting, Microsoft Excel, Financial Analysis, and Research.
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