Chheang Chhean Chhor

About Chheang Chhean Chhor

Financial services is not an industry children typically dream of entering. But for me, because of my background as a Cambodian refugee growing up in poverty, I knew I couldn’t go wrong if I pursued this career. I thought even if I wasn’t successful as a financial advisor (I have been!), I would still have learned more about money, investment, and finance to help me throughout the rest of my adult life.I didn’t realize this industry was my passion until I found out how impactful the work really is.I remember a pivotal moment in my career—one of my young executive clients unexpectedly died just a few months after I had set him and his family up with a comprehensive financial plan. He was only in his mid-30s and left behind his wife and 2 young children. As devastating as it was for the family, because I had encouraged him to get his estate documents, life insurance, and investments in order, his family was prepared for the worst that could—and did—happen. Ever since then, my appreciation and passion for the financial services industry continues to grow.I don’t take my work lightly. I know it has a large impact on those we serve. Daily, I am motivated to create and develop something that someone else benefits from and see how it has a positive impact on their lives. According to my StrengthsFinder, I am an Achiever, Activator, and Maximizer who embraces Positivity and Competition. I think after perusing my profile and learning a bit about me, you’ll agree that those describe me perfectly. Specialties: Investment Management, Quantitative Analysis, Qualitative Analysis, Asset Management, Mutual Funds, Insurance, Estate Planning, Wealth Management, Business Case Development, Advanced Financial Planning, Planned Giving, ChFC, CAPAKA/Misspellings: Chhean Chhor

Experience

1. SVP, Head of Business Planning and Operational Support

   Wells Fargo

   Jan 2013 — Present · San Francisco, CA, US

   As the Head of Business Planning and Operational Support for Wells Fargo Investment Institute (WFII), I lead cross-functional and virtual teams in strategizing, planning, and executing a variety of projects, services, and initiatives that are large in scope and complexity.I regularly partner with executive leaders across the enterprise to drive multiyear strategic initiatives and develop and deliver on key projects to drive operational excellence, efficiency, and transformational change.CATALYZE TRANSFORMATION & INNOVATE • Aligned strategic asset allocation strategies and investment objectives across businesses:While the investment outlook and strategy functions became synchronized over time there was limited coordination of strategic asset allocations, definitions, nomenclature, and capital market assumptions. Different methods were applied for different divisions, making it difficult for investment professionals to explain inconsistencies when compared to other divisions. Alignment of our strategic asset allocations solved these problems and resulted in a common and consistent set of investment objectives for all clients across the businesses.• In partnership with executive management and cross-functional teams, spearheaded the development and implementation of centralizing siloed investment functions from different divisions into a single organization, to build a transformational, client-focused world-class global investment research, strategy, and asset management organization, offering the best talent and thinking in the industry:Created a more cohesive high-performing team to provide value-added benefits to clients across all Wells Fargo Wealth and Investment Management businesses.ACHIEVEMENTS Received the “Better Together” award in recognition of my record of collaborating Selected to join the Executive Mentorship Program Chosen to participate in the Securities Industry Institute (SII), Wharton Executive Program

Education

• University of the Pacific - Eberhardt School of Business

  MBA, Finance

  2009 — 2010

• The American College of Financial Services

  ChFC, Capital Markets

  2008 — 2010

• QUT (Queensland University of Technology)

  Study Abroad Program

  2003 — 2003

• The American College of Financial Services

  CAP, Philanthropy

  2011 — 2011

• The Wharton School

  Executive Program, Securities Industry Institute

  2017 — 2019

• Purdue University

  BS, Organizational Leadership/Computer Technology

  1999 — 2003

Skills

• Planned Giving
• Financial Planning
• Asset Managment
• Insurance
• Wealth Management
• Finance
• Investment Management
• Analysis
• Valuation
• Mergers & Acquisitions
• Entrepreneurship
• Investment Strategies
• Strategy
• Investments
• Leadership
• Strategic Financial Planning
• Portfolio Management
• Asset Management
• Estate Planning
• Financial Services
• Crm
• Asset Allocation
• Banking
• Mutual Funds