Grace Chen
Life Insurance and Annuity Strategist | Amplify Your Wealth: Transform 401(k)s into Tax-Free Income | Ex-Neuro Oncology Physician Assistant | Passionate about 🥐 with perfect crumb and shatter
- Role
- Senior Financial Associate at Experior Financial Group
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Grace Chen
Did you know there’s $1.6 trillion languishing in orphaned 401(k)s—accounts left behind…
Experience
Senior Financial Associate
Aug 2024 — Present · Seattle, WA, US
Comprehensive project management, team building and training, business development, and leadership growth.• Collaborated with teammates and insurance carriers to continually improve client satisfaction.• Partnered with leadership in change management efforts to continue to operate with integrity.• Leveraged the network of expertise to gather business insights, and setting new industry standards.
Education
University of Washington - School of Medicine
Palliative Care
Seattle Central Community College Culinary Academy
Specialty Desserts and Pastry
2012 — 2013
Wellesley College
Bachelor of Arts (B.A.), Biology and Economics
1993 — 1997
University of Colorado Anschutz
Masters, Physician Assistant
2000 — 2003
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