Ye Chen

M.Ed. | Series 24 | Investment Manager Research

Role
Sr Research Analyst - Lpl Research at LPL Financial
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Ye Chen

I\'m a Finra Series 7, 63, 66 and 24 licensed Financial professional and a CFA Charterholder.

Experience

  1. Sr Research Analyst - Lpl Research

    LPL Financial

    Aug 2025 — Present · Charlotte, NC, US

    Investment Manager ResearchAsset manager due diligencePortfolio construction & review

Education

  • Hunan University

    Bachelor's degree, Finance

  • Arizona State University

    Sponsored one-year exchange program by China Scholarship Council, Finance

  • Arizona State University

    Master's degree, Higher Education/Higher Education Administration

Skills

  • Microsoft Office
  • 顾客服务
  • Microsoft Excel
  • 领导力
  • Microsoft Word
  • 研究
  • Microsoft Powerpoint
  • 公开演讲
  • 社交媒体
  • 营销
  • 文化交流
  • 主持人
  • 咨询

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Ye Chen — Sr Research Analyst - Lpl Research at LPL Financial in Charlotte, NC, US | Unifers