Alex Chen
Irvine
Summary
Experienced in conducting research and developing proactive investment strategies. Well-versed in market conditions and client preferences. Proficient in assessing risks, completing valuations and managing exposures with a flexible and thorough approach.
Overview
11
11
years of professional experience
6
6
years of post-secondary education
Work History
Portfolio Manager
Self
Irvine
01.2015 - Current
- Developed comprehensive investment strategies tailored to individual client goals and market conditions.
- Conducted thorough market research to identify emerging trends and investment opportunities.
- Assessed portfolio risks and implemented strategies to mitigate potential losses.
Education
Bachelor of Arts - Economics
University of California, Riverside
Riverside, CA 01.2008 - 12.2013
Skills
- Portfolio analysis
- Investment strategies
- Risk management
- Market research
Languages
English
Professional
Chinese
Professional
Timeline
Portfolio Manager
Self
01.2015 - Current
Bachelor of Arts - Economics
University of California, Riverside
01.2008 - 12.2013