Karl Chen
Objective
Versatile professional seeking a
challenging position with
company which will utilize my
business experience,
entrepreneurship, marketing,
business development and sales
in high-tech, consumer and
financial industries.
Skills
• Artificial Intelligence (AI)
• Proven business visions
• Developed creative strategies
• Conceptualize trends and
strategies
• Market development
• Business management
• Plan execution
• Product lifecycle management
• New product development
Experience
FOUNDER / SILICON VALLEY WEALTH MANAGEMENT 2022-2024 Created wealth management firm (RIA) with high-net-worth clients and achieved 10+% return/year
FINANCIAL ADVISOR / WADDELL & REED 2015-2021
Managed investment accounts for over 200+ clients with $20M+ assets SENIOR BUSINESS PLANNING MANAGER / SST 2007-2008
Part of team working on the cutting-edge memory product FOUNDER / CKT INTERNATIONAL CO. LTD. 2003-2007
Strategically penetrated into entrenched Taiwan wine market, supplied five-star hotels, night clubs, major upscale supermarket chains and top restaurants.
PRODUCT MANAGER / AGILENT 2000-2002
Developed “EDN HOT 100 product” optocoupler IC from conception to sales
PRODUCT MANAGER / SILICONIX 1998-2000
Managed MOSFET and JFET product lines resulting in $300M revenue TEST ENGINEER / SIMENS DESIGN, R&D CENTER 1995-1997 Team lead - solved burn-in issue plaguing auto grade microcontrollers RESEARCH ASSISTANT / J.J. PICKLE RESEARCH CENTER 1993-1995 Implemented deep submicron ULSI device characterization and parametric measurement system.
Education
IBM/COURSERA – ARTIFICIAL INTELLIGENCE (2024)
Series 7 - GENERAL SECURITIES EXAM (2015)
SERIES 66 - UNIFORM COMBINED STATE LAW EXAM (2015) COMPTIA CLOUD ESSENTIAL CERTIFICATE (2014)
GOOGLE ANALYTICS INDIVIDUAL QUALIFICATION (2011)
NATIONAL TAIWAN UNIVERSITY (Paused)
MBA GRADUATE CREDIT COURSE PROGRAM
THE UNIVERSITY OF TEXAS AT AUSTIN (1995)
BSEE – BACHELOR OF SCIENCE IN ELECTRICAL ENGINEERING Contact
• 1277 Babb Ct, #410
San Jose, CA 95125
• **********@*****.***