Irene Shen is responsible for business development of Alternative Investments. She also manages our institutional and individual client relationships. She has more than twenty years of experience with Investment Management and financial planning for individuals, families and companies, with a particular focus on Chinese clients.
Prior to joining Civitas, Ms. Shen was with Charles Schwab & Co., Inc., where she managed assets for domestic and international high net worth individuals and businesses. Previously, she was with Canada Trust and Ping An Securities Company of Shenzhen, China.
Ms. Shen holds a Bachelor of Science in Electrical Engineering from Beijing University of Posts & Telecommunications. She holds the designation of Accredited Asset Management Specialist (AAMS) and previously held FINRA series 7, 63 and 65 securities and investment advisory licenses.