Jen Zhao

Jen Zhao, CFA has extensive work experience in the financial industry. Jen is currently serving as the VP of Capital Markets at BHG Financial, a position they have held since November 2021. Prior to this role, they worked as a Senior Director of Capital Markets at the same company from May to October 2021.

Before joining BHG Financial, Jen worked at Credit Suisse as a Vice President from August 2017 to May 2021. Prior to that, they gained valuable experience at Deloitte where they served as a Manager from October 2014 to August 2017.

Jen began their career at PwC, where they held multiple roles. Jen started as a Senior Associate / Associate from July 2007 to 2010 and later became a Senior Consultant from July 2011 to October 2014.

Overall, Jen Zhao, CFA has a strong background in capital markets and financial management, with experience at reputable firms such as BHG Financial, Credit Suisse, Deloitte, and PwC.

Jen Zhao, CFA, holds a Bachelor of Arts (B.A.) degree in Accounting and Finance from Beijing University of Technology, which they obtained between 2003 and 2007. Jen later pursued a Master of Science (MS) degree at the University of Rochester - Simon Business School, completing their studies in 2011. In terms of additional certifications, Jen Zhao obtained the Chartered Financial Analyst (CFA) designation in February 2022 from the CFA Institute. Jen also completed a course titled "PYTHON FOR DATA SCIENCE: FUNDAMENTALS" at Dataquest.io in March 2019. Furthermore, they have expressed interest in acquiring certifications such as Certified Public Accountant (CPA), Series 63, Series 7, and Series 79, although the specific dates of completion are not provided.