Chief Compliance Officer@ Zhang Financial
Portage, Michigan, United States
Lynn Chen-zhang
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Western Michigan University
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Tell me more about Lynn Chen-zhang?
FlashIntel GPTLynn Chen-zhang is a Partner and Chief Compliance Officer at Zhang Financial, a Fee-Only Wealth Management Group. With over 31 years of work experience, Lynn has held various roles in the financial services industry. She worked as a Tax Manager at Kellogg Company and as a Senior Accountant at PwC. Lynn's expertise lies in compliance and accounting, and she has a strong background in serving individuals, families, small businesses, and corporations. She is based in the United States.
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About
Partner, Chief Compliance Officer at Zhang Financial - A Fee-Only Wealth Management Group
Work Experience
Chief Compliance Officer
Financial Services
Lynn Chen-zhang's Professional Milestones
- Chief Compliance Officer (1998-02-01~): Streamlined compliance processes, promoting a culture of safety and ensuring regulatory adherence.
- Senior Accountant (1992-01-01~1994-10-01): Streamlined financial processes and improved efficiency, resulting in increased accuracy and cost savings.
Education
Accountancy,
Masters
1990-1991Certification
Colleagues
Cameron Kleinheksel, CFP®, CIMA®
vice president at zhang financial
Rob McDougall
vice president at zhang financial
Lynn Chen-Zhang, CFP®, CPA, PFS, MBA, MS
ceo at zhang financial - a fee-only wealth management group
Lynn Chen-Zhang, CFP®, CPA, PFS, MBA, MS
Chief Executive Officer
Cameron Kleinheksel, CFP®, CIMA®
vice president at zhang financial
Other Named Lynn Chen-zhang
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Lynn Chen-zhang's social media include: Linkedin,
Lynn Chen-zhang works for Zhang Financial
Lynn Chen-zhang's role in Zhang Financial is Chief Compliance Officer
Lynn Chen-zhang works in the industry of Financial Services
Lynn Chen-zhang's colleagues are Cameron Kleinheksel, CFP®, CIMA®,Rob McDougall,Lynn Chen-Zhang, CFP®, CPA, PFS, MBA, MS
Lynn Chen-zhang's latest job experience is Chief Compliance Officer at Zhang Financial
Lynn Chen-zhang's latest education in Western Michigan University
