![Wendy C. Chen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Wendy C.
Chen is Vice President & Associate Relationship Manager at AT Investment Advisers, Inc. (formerly Atlantic Trust Private Wealth Management).
She more than 12 years of industry experience.
Prior to joining Atlantic Trust Private Wealth Management in March 2004, Ms. Chen was with Smith Barney's San Francisco office and worked as a sales and marketing associate.
She is an active member of the German Shepherd Rescue of Orange County.
Ms. Chen has a BA in legal studies from the University of California at Berkeley and is currently working towards earning the Certified Financial Planner designation.
Anciens postes connus de Wendy C. Chen
| Sociétés | Poste | Fin |
|---|---|---|
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 01/01/2003 |
Formation de Wendy C. Chen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
University of California
 University of California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
