Charlie Chen
Corporate Finance Executive
Charlie Chen is a seasoned corporate finance executive with over 20 years of experience spanning finance, technology, and capital markets.
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Charlie has spent more than a decade in senior finance and operations roles within the technology industry at Sybase and BlackBerry. During his tenure, he led critical functions including Investor Relations, Treasury, Strategic Planning, Variable Compensation, Post-merger Integration, and Strategic Alliances.
Reporting directly to C-suite executives, including the CEO, CFO, EVP of Corporate Development, and Chief Marketing Officer, Charlie participated in high-level strategic discussions and delivered presentations to executive leadership and board members. He served as a trusted adviser to both CEOs and CFOs, providing strategic counsel on critical decisions involving corporate direction, financial planning and strategy (including capital structure, capital allocation, financial modeling, and target-setting), external communications, and mergers and acquisitions.
Prior to his corporate finance career, Charlie spent 8 years on Wall Street as an equity research analyst, covering technology sectors including enterprise software, business intelligence, analytics, security, and electronic payment services. His deep understanding of both capital markets and technology operations uniquely positions him to bridge investor perspectives with operational strategy.
Charlie is a CFA charterholder, bringing rigorous analytical expertise to his strategic and financial leadership roles.
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