Phil Chen is a highly accomplished professional with a diverse background in finance, technology, and entrepreneurship. He holds a Bachelor of Science degree in Economics from California Polytechnic State University-San Luis Obispo and has also studied British Literature & Theatre at Imperial College London. Passionate about learning and growth, Phil's educational experiences have broadened his perspective and enriched his knowledge.

Phil has held various roles throughout his career, showcasing his exceptional skills and expertise. As the Vice President of Startup Banking at J.P. Morgan, he plays a crucial role in supporting and advising emerging companies in the banking sector. Prior to this, he co-founded and served as the CEO of tastebase, demonstrating his entrepreneurial spirit and leadership capabilities.

Phil's passion for bridging the gap between technology and finance led him to work as an Associate in Technology Investment Banking at Morgan Stanley. In this role, he gained invaluable experience in advising clients on financial transactions and strategic initiatives in the tech sector. He has also contributed his talents to Lob, where he focused on business operations and strategy, further honing his skills in driving organizational growth and efficiency.

With a background in financial analysis and wealth management from his time at The Gores Group and Merrill Lynch, Phil possesses a deep understanding of investment strategies and risk management. He also has experience in equity research, having worked as an Analyst at Taylor Frigon Capital Management LLC and California Polytechnic State University.

Beyond his financial expertise, Phil has had valuable experiences in both the public and political sectors. He interned at the U.S. House of Representatives, where he gained firsthand experience in congressional operations. Additionally, he has worked as a political consultant, contributing his insights to Public Policy Solutions, Inc.

Phil's commitment to personal and professional growth is evident in his continuous pursuit of knowledge and experiences. He has proven to be a well-rounded professional with a strong background in finance, technology, entrepreneurship, and public policy.