Wayne Chen, MSc, CFA, possesses a diverse background in finance and investment operations, with recent experience as a Portfolio Analyst/Administrator and Financial Analyst at PHL from October 2022 to December 2023. Previously, Wayne served as a Senior Administrator in Investment Operations at Coast Capital Savings and as a Macro Portfolio Manager for the Student Investment Advisory Service, where management of an $11 million CAD Global Equity portfolio occurred. Additional roles included Autoplan Lines Manager at Capital West Insurance and Account Executive at Central Agencies Ltd., focusing on customer transactions and insurance documentation. An educational foundation includes a Bachelor of Business Administration in Finance and a Master of Science in Finance from Simon Fraser University.
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