Stephen Chen

Stephen Chen

NewRetirement
San Francisco, California, United States

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Work Experience

NewRetirement

Founder & CEO

2015-01-01 - Present

SEC Ventures

SEC Ventures - Consulting, Building, Investing

2003-01-01 - 2014-12-01

Charles Schwab

Director, Core Portfolio Services

2002-06-01 - 2002-12-01

Embark Corporation

Co-founder, Vice President, Sales / R&D - Board Director

1995-08-01 - 2001-03-01

Seer Technologies, Inc.

Senior Consultant / Account Manager / Product Manager

1991-08-01 - 1995-01-01

Skills

finance technology personal finance finance retirement content consumer internet software as a service financial planning fintech retirement planning financial advisor wealth management financial iq financial services financial wellness finance education

Languages

English