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Haolin Chen

Mid-level Wealth Management Risk Analyst specializing in FinTech and investment analysis

East West BankDuke UniversityPasadena, CA5 Years ExperienceMid LevelWorks On-Site

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Experience

Wealth Management Risk AnalystEast West Bank · Aug 2022 – Present
Relationship Banker IICathay Bank · Mar 2022 – Aug 2022
Registered RepresentativeNew York Life · Sep 2019 – Jul 2021

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Education

Duke Universitymaster, Quantitative Management: Business Analytics (2025)
Virginia Commonwealth Universitybachelor, Fashion Marketing (2019)

Languages

EnglishMandarinCantonese

Certifications

CFA Charter HolderCertificate in ESG InvestingSeries 7Series 63Series 65 (waived by CFA)

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Connect with Haolin

Haolin already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

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Already have an account?

Hire with Reval

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Haolin ChenMid-level Wealth Management Risk Analyst specializing in FinTech and investment analysis