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Diane Chen, CFA, FRM

Diane Chen, CFA, FRM

Client Service and Sales Associate

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location of Diane Chen, CFA, FRMSan Mateo, California, United States

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  • Timeline

  • About me

    Vice President / Sr. Research Analyst

  • Education

    • University of California, Berkeley, Haas School of Business

      2008 - 2012
      Bachelor of Science (B.S.) Business Administration

    • Stuyvesant High School

      2004 - 2008

  • Experience

    • U.S. Trust

      Aug 2012 - Mar 2013
      Client Service and Sales Associate

      • Identified and solved clients’ banking problems by facilitating and coordinating communication between clients and intercompany departments such as the Business/Consumer Credit Card and Mortgage/Billpay departments.

    • Franklin Templeton Investments

      Jul 2013 - Oct 2017

      Pioneered an ETF research framework for FT's Multi-Asset Solutions Group. Evaluated more than 100+ ETF offerings for approval. Rotational program across Product Strategy, Credit Research, Muni Research, and Equity Research teams

      • Research Associate

        Nov 2014 - Oct 2017

      • Futures Associate

        Jul 2013 - Nov 2014

    • J.P. Morgan

      Oct 2017 - May 2018
      Investment Associate

    • Franklin Templeton

      May 2018 - Dec 2022

      • Sr. Research Analyst

        Sept 2021 - Dec 2022

      • Research Analyst

        May 2018 - Sept 2021

    • Franklin Templeton

      Jan 2024 - now
      Vice President / Sr. Research Analyst

  • Licenses & Certifications