Sheila Chen Lawrence

Sheila Chen Lawrence

Gestionnaire de Portefeuille-Actions chez Ballentine Partners LLC

Finance
Consumer Services

Profil

Ms. Sheila C.
Lawrence is a Partner & Senior Client Advisor at Ballentine Partners LLC.
A significant portion of her practice involves estate planning, wealth transfer and investment management with a particular focus on philanthropy, financial education and coaching for the rising generation.
She works closely with each member of a family to ensure continuation of values from one generation to the next.
Prior to that, Ms. Lawrence worked at Bear Stearns & Co., Inc. in the credit risk management department.
She managed credit risks across the firm's derivatives transactions portfolio, including those for high net worth clients.
Ms. Lawrence graduated from the University of California at Berkeley, Summa Cum Laude, Phi Beta Kappa, with a B.A.
in Economics.
She earned a Master of Arts in Law and Diplomacy from The Fletcher School of Law and Diplomacy, concentrating on international business and international trade policy.
She is a Certified Financial Planner practitioner.

Postes actifs de Sheila Chen Lawrence

SociétésPosteDébut
Gestionnaire de Portefeuille-Actions 25/01/2010
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Corporate Officer/Principal -
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Formation de Sheila Chen Lawrence

University of California, Berkeley Undergraduate Degree
Fletcher School of Law Graduate Degree

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