Helen Chen

Financial Services Consultant at Infinite Capital Enterprise
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Seattle Area, US

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Credentials

  • Resident Insurance Producer
    Washington Department of Insurance
    Aug, 2022
    - Nov, 2024

Experience

  • Infinite Capital
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Services Consultant
      • Aug 2022 - Present

      I utilize saving strategies to help our clients get on track to reach their financial goals. Our company specialize in tax-free retirement and investment options. These accounts are indexed and also guaranteed not to lose yet still average 8-9% growth! Feel free to message me to schedule a complimentary financial coaching session. I utilize saving strategies to help our clients get on track to reach their financial goals. Our company specialize in tax-free retirement and investment options. These accounts are indexed and also guaranteed not to lose yet still average 8-9% growth! Feel free to message me to schedule a complimentary financial coaching session.

  • Interpublic Group (IPG)
    • United States
    • Advertising Services
    • 700 & Above Employee
    • E-commerce Operations Specialist
      • Dec 2020 - Jan 2021

      -Enhanced company’s ROI through providing recommendations based on operation data analysis and advertisement cost analysisusing R and advanced excel models.-Offered improvement suggestions for traffic volume and specified target audience through conducting case study on the marketingstrategies of the fashion brand Calzedonia. -Enhanced company’s ROI through providing recommendations based on operation data analysis and advertisement cost analysisusing R and advanced excel models.-Offered improvement suggestions for traffic volume and specified target audience through conducting case study on the marketingstrategies of the fashion brand Calzedonia.

  • IKEA
    • Netherlands
    • Retail
    • 700 & Above Employee
    • Business Analyst
      • Jun 2020 - Oct 2020

      -Maintained inventory operation through connecting with both the retailer and supplier sides, facilitating and communicatingsuppliers’ capacity issues due to Covid-19 pandemic through daily meetings-Analyzed product performances and suggested promotion activities for retailers. -Maintained inventory operation through connecting with both the retailer and supplier sides, facilitating and communicatingsuppliers’ capacity issues due to Covid-19 pandemic through daily meetings-Analyzed product performances and suggested promotion activities for retailers.

  • Cargill
    • United States
    • Food and Beverage Manufacturing
    • 700 & Above Employee
    • Internee Assistant
      • Jul 2019 - Aug 2019

      -Offered insights and sales improvement suggestions to perfect business strategies through observing monthly performance reportmeetings and promotion events proposal meetings.-Made company branding presentations through analyzing company history, missions and values, and operation statistics tobusiness partners. -Offered insights and sales improvement suggestions to perfect business strategies through observing monthly performance reportmeetings and promotion events proposal meetings.-Made company branding presentations through analyzing company history, missions and values, and operation statistics tobusiness partners.

Education

  • University of Washington
    Undergraduate, Economics
    2019 - 2023

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