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Caitlin Chen, CTP | Treasury Management | Bank Management | Financial Services

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About me

I’m a Certified Treasury Management Professional with 15 years experience in banking and financial services.
I’ve worked as a working capital consultant and in retail banking as a Vice President of a Southern California branch. I hold an MBA in Finance from UCLA.

My primary areas of focus include: Treasury Management, Merchant Processing, Factoring, Wealth Management, Working Capital Line of Credit, Equipment Financing, Commercial Real Estate Loans, Corporate Credit Cards, SBA Loans and Lines of Credit

On a more personal note, I was awarded the 2015 Phenomenal Women Award by the City of Los Angeles and YWCA, Greater LA. My hobby is mentoring others in Toastmasters. As a Toastmasters member, I value the importance of communication and leadership skills. Communication after all, is the cornerstone of collaboration.

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