Career history of Wen Chen
Former positions of Wen Chen
| Companies | Position | Start | End |
|---|---|---|---|
Sound Income Strategies LLC
 Sound Income Strategies LLC Investment ManagersFinance Sound Income Strategies LLC (SIS) is a SEC-registered investment adviser headquartered in Fort Lauderdale, Florida. The firm was founded by David Scranton in 2014 and is wholly owned by Sound Income Group LLC. SIS provides investment advice to individuals, other investment advisors, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities. The firm also sub-advises a series of exchange-traded funds. | Analyst-Equity | 2020-04-30 | 2021-10-31 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 2017-02-28 | 2018-10-31 |
Training of Wen Chen
| Florida State University | Graduate Degree |
| Mississippi State University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Analyst-Equity | 1 |
| Corporate Officer/Principal | 1 |
| Graduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Sound Income Strategies LLC
Sound Income Strategies LLC Investment ManagersFinance Sound Income Strategies LLC (SIS) is a SEC-registered investment adviser headquartered in Fort Lauderdale, Florida. The firm was founded by David Scranton in 2014 and is wholly owned by Sound Income Group LLC. SIS provides investment advice to individuals, other investment advisors, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities. The firm also sub-advises a series of exchange-traded funds. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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