Jerry Shen
CFP®
- Role
- Agency Director at TransGlobal Holding Co.
- Location
- Newton Lower Falls, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jerry Shen
Jerry Shen, CFP®, is the founder of a financial consulting firm dedicated to helping tax,…
Experience
Agency Director
Oct 2017 — Present
Leading east coast agency reaching excellent performance, by developing strong relationship with all level of agents, maintaining good image of agency\'s brand, and ensuring positive customer services.
Education
Lehigh University
Ph.D. Candidate, Optimization, Industrial & Financial Engineering
2005 — 2007
Lehigh University
M.S., Management Science
2002 — 2004
Skills
- Insurance Planning
- Sales Presentations
- Management
- Finance
- Leadership
- Financial Analysis
- Analysis
- College Education Planning
- Retirement Planning
- Tax Planning
- Business Analysis
- Data Analysis
- Client Services
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