Lisa Chen
About Lisa Chen
Lisa Chen is an Administrative/Trading Assistant in Fixed Income at Dodge & Cox in San Francisco, with over 20 years of experience in the financial industry.
Current Role at Dodge & Cox
Lisa Chen currently holds the position of Administrative/Trading Assistant in Fixed Income at Dodge & Cox. She has been with the company for over a decade, having started in February 2013. In her role, she supports the administrative and trading activities within the fixed income sector, leveraging her extensive experience in the financial industry.
Previous Experience at UBS Investment Bank
Prior to her role at Dodge & Cox, Lisa Chen worked at UBS Investment Bank as an Executive Assistant from 2010 to 2012. During her tenure of two years, she was responsible for providing comprehensive administrative support, maintaining schedules, and assisting with various executive tasks, contributing to the smooth operation of the firm's activities.
Background in Financial Sector
Lisa Chen has an extensive background in the financial sector, with over 20 years of experience. Before joining Dodge & Cox, she held positions at notable firms including UBS Investment Bank, Jefferies & Company, and Bear Stearns. Her experience spans administrative and trading assistant roles, particularly within the fixed income sector.
Education at San Francisco State University
Lisa Chen completed her Bachelor of Arts degree in Liberal Studies at San Francisco State University, studying there from 1994 to 1998. Her education laid a foundational understanding that has supported her diverse roles in the financial industry.
Role at Jefferies & Company
Lisa Chen served as an Executive Assistant at Jefferies & Company from 2009 to 2010. During her one-year tenure, she provided vital administrative support, ensuring efficient management of schedules, communications, and office functions, thereby aiding the executive team in their operational responsibilities.
Tenure at Bear Stearns
From 2000 to 2008, Lisa Chen was a Sales Assistant at Bear Stearns. Over the span of eight years, she was involved in providing sales support, managing client interactions, and assisting in the overall sales process, which equipped her with a robust understanding of the financial markets.