Catherine Chen

Financial Specialist

Catherine Chen as Chief Financial Specialist conducts Milwaukee Branch office operational and financial activities for Regal Bay. In addition, she assists in the due diligence of syndicate offerings, as well as the preparation of information for data analysis and develops spreadsheets for clients' portfolio reviews. Furthermore, she refines the details of financial plans and strategies by doing primary research and investigation of various secondary sources.

Ms. Chen began her career in the financial services industry with Citic Securities, Zhejiang Co., Ltd, Jiaxing, Zhejiang, China. Subsequently she became involved in Wealth Management projects during her tenure at PingAn Insurance Company of China, Ltd., Jiaxing, Zhejiang, China. She maintains and strengthens relationships with the Official of Supervisory Jurisdiction (OSJ). Ms. Chen earned her Master of Science degree in Applied Economics from Marquette University Graduate School of Management and her Bachelor of Economics in Finance from Zhejiang GongShang University, Hangzhou, Zhejiang , China. She applies her background and her broad education of Applied Economics on Chinese and US investments.

Phone 414-225-3555 EXT 134