Annie Chen

Director of Business Operations

Annie has management experience for over 20 years, setting parameters to safeguard and augment the efficiency of the company’s operations to facilitate accelerating development and overall long-term success. Her responsibilities include reviewing and analyzing finances, ensuring compliance with regulations, and refining reporting documentation. She also manages operation personnel to assist wealth strategists to grow their business and is responsible for setting guidelines for personnel evaluations, recruitment, and advancement.

Annie is the Charter Co-Membership Chair for Silicon Valley Lions Club; whose mission is to eradicate hepatitis B and raise awareness about how it can be prevented and treated. Annie was born and raised in Hong Kong and earned her Bachelor of Science in Business Administration, option in Finance from California State University of Hayward [East Bay]. She is fluent in English, Cantonese, and Mandarin.