Wendy Chen

Ms. Chen joined Simon Quick in May of 2023 as a Finance Associate on the Family Office Team. She is responsible for assisting the Finance and Operations Teams with the month-end close and financial statements process. Ms. Chen also reconciles investment activity and bank statements. Additionally, she assists in the Accounts Receivable (AR) and Accounts Payable (AP) process for various company entities and prepares quarterly investment valuations and cash projections.

Prior to joining Simon Quick, Ms. Chen worked on the Finance Team at a start-up company that provided catering services to businesses and organizations by partnering with local chefs and restaurants. In this role, she was responsible for AR/AP, reconciling daily cash flows, ad-hoc data projects, and month-end Profit & Loss analyses.

Wendy graduated Seton Hall University with a B.S. in Business Administration, concentrating on Accounting and IT Management. In her free time, she enjoys traveling, trying new restaurants, and laughing with friends and family.