Vivian Chen is an Administrative Assistant at Soltis Investment Advisors, based in the Bellevue, Washington office. Fluent in Mandarin, Vivian supports client service initiatives, coordinates administrative requests, and helps deliver a seamless and professional experience for both clients and team members. She primarily works with Mandarin-speaking clients and serves as a valuable resource in fostering strong client relationships.
Vivian brings over 15 years of experience in investment advisory and wealth management. Prior to joining Soltis, she worked as a financial consultant with leading global firms, including Franklin Templeton Investments, Allianz Investment Management, and Prudential Financial Investment Management in Taipei. Her professional background also includes four years in global banking as a Wealth Management Relationship Private Banker at Citibank in Taipei and UBS in Singapore, where she specialized in serving corporate and institutional clients and developing asset allocation strategies across onshore and offshore mutual fund investments.