Yuleen Chen, Senior Wealth Management Client Associate at Wells Fargo Advisors

Yuleen Chen

Senior Wealth Management Client Associate at Wells Fargo Advisors | Los Angeles Metropolitan Area, United States

Profile last verified July 2026
Financial Services Verified Profile Los Angeles Metropolitan Area, United States USC Marshall School of Business
Verified

Personal Email

***@gmail.com

Personal • High Confidence

Phone Number

(**) *** *** 153

United States • Phone

Free account · No credit card · 5 profiles/month

Yuleen Chen Socials
Yuleen Chen Work Experience

Senior Wealth Management Client Associate at Wells Fargo Advisors in April 2022 - Present

Wealth Management Client Sales Associate at Bank of America Merrill Lynch in November 2018 - April 2022

Client Associate PR at Bank of America Merrill Lynch in August 2018 - November 2018

See more See less

JP Morgan CHASE Sales/Marketing Representative at Disneyland Resort in June 2015 - June 2016

Computer Operations and Management Assistant at USC John McKay Center Athletics in March 2015 - March 2016

Management and Operations Assistant at USC School of Cinematic Arts in January 2014 - December 2015

Yuleen Chen Education

USC Marshall School of Business, Bachelor of Science (B.S.), August 2026

Yuleen Chen Skills
Strategic Planning Project Management Business Analysis Microsoft Excel Microsoft Word PowerPoint Social Media Marketing Data Analysis Marketing Financial Planning Microsoft Office Microsoft PowerPoint Customer Service Teamwork JMP KPI Dashboards Macros Clustering
About Yuleen Chen’s Current Company
Wells Fargo Advisors

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 2021 - 2025 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09182026-6068127.2.1 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

Discover more about Wells Fargo Advisors
Yuleen Chen’s Colleagues
Erika Kimmerle

Erika Kimmerle

Miramar Beach, Florida, United States

Client Associate - Private Client Group

Client Services Associate at Wells Fargo Advisors
(October 2022 – Present)

Joseph Wirtshafter

Joseph Wirtshafter

Westfield, New Jersey, United States

Client Associate at Margate Wealth Management

Client Associate at Wells Fargo Advisors
(January 2026 – Present)

Julian Limhanna

Julian Limhanna

New York, New York, United States

Registered Client Associate at Margate Wealth Management of Wells Fargo Advisors

Registered Client Associate at Wells Fargo Advisors
(January 2025 – Present)

Mark Baumrind

Mark Baumrind

New York, New York, United States

Associate Vice President - Investments Financial Advisor at Wells Fargo Advisors

Associate Vice President - Investments Financial Advisor at Wells Fargo Advisors
(July 2023 – Present)

Michael Grisaffi

Michael Grisaffi

Greater Houston

Assistant Vice President- Investments, Senior Financial Advisor at Wells Fargo Advisors

Assistant Vice President- Investments, Senior Financial Advisor at Wells Fargo Advisors
(March 2017 – Present)

Akia Manning

Akia Manning

St Ann, Missouri, United States

Sr. Compliance Specialist/Business Aligned Compliance Officer | RCSA Superhero | Internal Controls | Avid Motivator | Leader | Author| Novice Guitarist | Risk Management Champion

Senior Compliance Specialist (Internal Controls) at Wells Fargo Advisors
(December 2021 – Present)

Search similar profiles
Frequently asked questions about Yuleen Chen

What is Yuleen Chen email address?

Email Yuleen Chen at [email protected] and [email protected]. This email is the most updated Yuleen Chen's email found in 2026.

How to contact Yuleen Chen?

To contact Yuleen Chen send an email to [email protected] or [email protected]. (updated on July 2026)

What company does Yuleen Chen work for?

Yuleen Chen works for Wells Fargo Advisors.

What is Yuleen Chen's role at Wells Fargo Advisors?

Yuleen Chen is Senior Wealth Management Client Associate

What industry does Yuleen Chen work in?

Yuleen Chen works in the Financial Services industry.

Find anyone, anywhere
with ContactOut today

Making remote or global hires? Connecting
with key decision-makers? We can help.

  • 40 emails / month
  • 3 phone numbers / month
  • Works on standard LinkedIn only
  • Work emails, personal emails,
    mobile numbers
* 1 user per company limit

No credit card required

Try ContactOut for Free