Chloe B. Sun has over 17 years of experience working for established financial service firms, including: TD Waterhouse (currently known as TD Ameritrade), J P Morgan Chase and Charles Schwab. Over the course of her financial career, Chloe gained extensive board experience in margin, risk, portfolio management and construction. In her latest capacity as Vice President for Charles Schwab, Chloe managed a portfolio valued at $ 850 mm.
Chloe brings a deep understanding of international business & culture to Tellson, specializing in US and Chinese relations. She recently facilitated a $ 900 mm cross boarder M & A transaction involving the acquisition of a US based company by a Chinese conglomerate. During the transaction she actively advised the acquirer on various strategic approaches to debt financing & structure. Complimenting her international and domestic financial experience, Chloe is currently advising a NJ based pharmaceutical company on its fund-raising capabilities and plan to list on the global market.
Chloe is highly skilled at aligning the interests of both International and Domestic strategic partners in order to get deals done. Business partners value Chloe for her integrity and professionalism, which often leads to long term and well-established business relationships.
Chloe holds MS from NYU and FINRA series 7 and 63 licenses.