Steve Chen

Steve Chen

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Founder & CEO
San Francisco, California, United States

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Résumé


Jobs verified_user 0% verified
  • Boldin
    Founder & CEO
    Boldin
    Jan 2015 - Current (11 years 6 months)
    Boldin: Your Financial Confidence Platform Turbo Tax, Google Docs and Costco + some AI for planning and management of your money and time.
  • SEC Ventures
    SEC Ventures - Consulting, Building, Investing
    SEC Ventures
    Jan 2003 - Dec 2014 (12 years)
    Built, advised and invested across enterprise, early stage companies & internal projects. Core competencies - building full stack teams & projects from scratch. Domain expertise: Financial Services, SAAS, FinTech, open source, performance marketing, consumer internet. Clients included Dimensional Fund Advisors, Integrated Finance Limited, Trinsum and Liazon (Willis Towers Watson).
  • Charles Schwab
    Director, Core Portfolio Services
    Charles Schwab
    Jan 2002 - Dec 2002 (1 year)
    Led the business side program management & methodology development for a new suite of core portfolio services that support various enterprises & channels
  • Embark Corporation
    Co-founder, Vice President, Sales / R&D - Board Director
    Embark Corporation
    Jan 1995 - Dec 2001 (7 years)
    Co-founded Embark and put the college search and admission process online. Created one of the first SAAS businesses. Embark was a market leader that received numerous industry awards and recognition. Was a key leader in executing the development of Embark’s vision, strategy and plan. - Raised a total of $42M. Grew company from 5 co-founders to over 200 employees. - Shaped vision for product and led product development and business development. Delivered 130% year to year growth from 1996 to 2000.
Education verified_user 0% verified
  • Boston University
    Boston University
    Boston University
  • H
    High School
    High school
  • Boston University
    BS, Systems Engineering
    Boston University
Publications verified_user 0% verified
  • Forbes
    Tax Efficient Retirement Withdrawal Strategies
    Forbes
    Jan 2018
  • Forbes
    Why Retirement Is Broken And Needs To Be Reinvented
    Forbes
    Jan 2018
  • S
    The Future of Retirement Planning is Already Here, It’s Just Not Evenly Distributed
    Society of Actuaries
    Jan 2018
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