Jean Chen

Jean Chen

Manager, Advisory
Location: Walnut Creek |
Areas of Expertise: Corporate Finance Consulting

Jean has experience performing valuation services and financial analyses pertaining to 409A analyses, intangible assets/purchase price allocations, estate and gift valuations, transaction analyses and incremental borrowing rate analyses. Jean has additional valuation experience performing reports for audit and tax reviews. Recently, Jean has performed 409A analysis for a FinTech company, ASC 850 purchase price allocation analyses for a food tech company, and asset valuation analysis for a blockchain company.

As a CFA Charterholder, Jean has a strong foundational skillset in understanding corporate finance, allowing her to serve and perform valuation services for a broad spectrum of industries.

Interesting Tidbit

Jeans loves to travel and spends her time outdoors hiking and fishing.

Quick Facts

  • Masters Finance – Bentley University
  • BS/Finance – Ohio State University

CFA Charterholder