Lee Chen
About Lee Chen
Lee Chen serves as Vice President at UBS in Pasadena, where he has worked since 2009. He has over 15 years of experience in the financial industry, having previously held positions at Merrill Lynch and Schwab Advisor Services.
Work at UBS
Lee Chen has held the position of Vice President at UBS since 2009. With over 15 years of experience in this role, he operates from the Pasadena office. His responsibilities likely include managing client relationships, overseeing investment strategies, and contributing to the firm’s financial services offerings.
Previous Experience at Merrill Lynch
Prior to his tenure at UBS, Lee Chen worked at Merrill Lynch as Vice President from 2000 to 2009. During this nine-year period, he was based in Pasadena and was involved in various financial services, likely focusing on client management and investment solutions.
Career at Schwab Advisor Services
Lee Chen began his career as a Financial Advisor at Schwab Advisor Services, where he worked from 1996 to 2000. This four-year experience provided him with foundational skills in financial advising, client engagement, and investment planning.
Education at San Diego State University
Lee Chen attended San Diego State University from 1989 to 1994, completing a five-year program. His education likely provided him with the academic background necessary for his career in finance and investment services.