Vivian Chen
Tell me more about Vivian Chen?
Vivian Chen is a Solutions Specialist with 14.7 years of experience in the financial services industry. She specializes in agile project management, portfolio management, and equities. Based in Sydney, Australia, Vivian has a strong background in relationship management, financial modeling, and data analysis. She has worked at Convera and Morningstar, where she held various roles such as Head of Pre-sales & Implementation Anz and Senior Pre-sales Consultant. Vivian's expertise also extends to business strategy, mutual funds, asset management, and data management.
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About
Solutions Specialist, CSM. Design & deliver Morningstar solutions to help investors achieving better investment outcome
Work Experience
head of pre-sales & implementation anz at convera
Financial Services
Vivian Chen's Professional Milestones
- Pre-Sales Consultant: Developed comprehensive marketing strategies to increase company sales and increase client retention.
- head of pre-sales & implementation anz at convera (2021-07-01~): Successfully delivered complex pre-sales and implementation projects, resulting in increased sales and customer satisfaction.
Skill
Agile Project Management
Project Management
Portfolio Management
Equities
Relationship Management
Financial Modeling
Data Analysis
Business Strategy
Financial Analysis
Mutual Funds
Asset Management
Data Management
Property And Casualty Insurance
Performance Reporting
Financial Services
Business Analysis
Financial Markets
Strategy
Certification
Colleagues
Wendy Brooks
deputy chief compliance officer convera
Michael Bourque
Chief Financial Officer
Urvashi Jain
product manager| convera | product owner | payments | business analysis | fintech | api | x-labs | open innovation platform | swift mt mx | iso20022 | fx | trade finance | banking | ex- virtusa | ex- infosys |
Frederic SIMON
Vice President B2B Segment | Chief Executive Officer
💳 Patrick Gauthier
Chief Executive Officer
Other Named Vivian Chen
Frequently asked questions
We found 4 Vivian Chen's email addresses
We found 1 Vivian Chen's phone numbers
Vivian Chen's social media include: Linkedin,
Vivian Chen works for Convera
Vivian Chen's role in Convera is head of pre-sales & implementation anz at convera
Vivian Chen works in the industry of Financial Services
Vivian Chen's colleagues are Wendy Brooks,Michael Bourque,Urvashi Jain
Vivian Chen's latest job experience is head of pre-sales & implementation anz at convera at Convera