Joanna Chen

Shareholder | Investor | Strategic Business Advisor at Family Office

United States

About

Experience

  • Shareholder | Investor | Strategic Business Advisor at Family Office
    Jun 2022 - Present · 4 yrs 1 mo

  • Director of Strategic Partnerships at Savills Singapore US
    Jun 2018 - Jun 2022 · 4 yrs 1 mo

    Lead strategic partnerships in the North American and Asia Pacific markets, identifying growth opportunities and strengthening key business relationships. Establish and maintain relationships with institutional clients and stakeholders to support business expansion goals. Collaborate with the senior leadership team to assess market trends and implement partnership strategies to increase business opportunities and enhance client engagement

  • Senior Associate Auditor at RSM US LLP
    Jan 2017 - Dec 2020 · 4 yrs

    Led audit engagements for private and publicly traded companies. • Supervised junior staff and reviewed audit workpapers to maintain quality standards. • Participated in financial due diligence and advisory projects. • Developed strong client relationships and provided recommendations to improve financial reporting processes. • Mentored new team members and contributed to staff development initiatives.

  • Audit Associate at CohnReznick
    Jul 2013 - Dec 2016 · 3 yrs 6 mos

    • Conducted financial statement audits for middle-market companies across manufacturing, healthcare, and professional service industries. • Assisted clients in ensuring compliance with U.S. GAAP and regulatory requirements. • Performed risk assessments, internal control testing, and substantive audit procedures. • Collaborated with engagement teams to deliver high-quality audit services within tight deadlines.