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Kuni Chen, Cfa
Chartered Financial Analyst with expertise in financial modeling and capital markets.
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Location
New York, New York, United States, US
Languages
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English Native or bilingual proficiency
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Spanish Limited working proficiency
Skills
- Financial Modeling
- Equities
- Capital Markets
- Hedge Funds
- Equity Research
- Show all
Bio
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Topline AI
Kuni Chen is a Chartered Financial Analyst (CFA) with expertise in financial modeling, equities, and capital markets. He is proficient in English and Spanish, with experience in hedge funds, equity research, and due diligence. He holds various financial industry certifications, including Series 7 and Series 16 licenses.
Credentials
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FSA Credential Holder
SASB – Sustainability Accounting Standards BoardJan, 2019- Apr, 2026 -
Chartered Financial Analyst
CFA Institute -
Series 16
Financial Industry Regulatory Authority (FINRA) -
Series 24
Financial Industry Regulatory Authority (FINRA) -
Series 63
Financial Industry Regulatory Authority (FINRA) -
Series 7
Financial Industry Regulatory Authority (FINRA) -
Series 87
Financial Industry Regulatory Authority (FINRA)
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Industry Focus. “Financial Services”
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