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Jean Chen

Jean Chen

Manager, Advisory
Location: Walnut Creek  |
Areas of Expertise: Corporate Finance Consulting, Valuation

Jean Chen has experience performing services related to enterprise/equity valuation, stock option pricing, complex securities, transaction analyses, intangible assets/purchase price allocations, estate and gift valuation, digital assets valuation and incremental borrowing rate analyses.

Jean covers a broad spectrum of industries including technology, life science, food science and financial services.

Recently, Jean performed several 409A and ASC 805 purchase price allocation valuation analyses for a food science company. Jean has also valued complex securities for a SaaS company and digital assets for a blockchain company.

Before joining the BPM Corporate Finance team, Jean served in BPM’s Risk Assurance team performing internal controls testing. Prior to joining BPM in 2018, Jean had worked in financial analysis and portfolio management and reporting.

As a CFA Chaterholder, Jean has a strong foundation in corporate finance, allowing her to serve and perform a variety of valuation practices on different equity and debt instruments for a broad spectrum of industries.

Quick facts

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CFA Charterholder

Education
  • BS/Finance – Ohio State University
  • MS/Finance – Bentley University