Professional Overview
Chelsea Chen is a seasoned finance and operations executive with extensive experience in the real estate, technology, and advisory sectors. As the Managing Director of a Multi-Family Office and a Partner (Advisory) at BDO, she leverages her expertise in strategic business development, financial optimization, and operational excellence to drive sustainable growth and client success.
Experience Summary
Current Roles
Managing Director, Multi-Family Office (2022-10-01 to Present)
- Oversees the strategic direction, financial management, and operational efficiency of a leading Multi-Family Office in Zurich, Switzerland
- Collaborates with high-net-worth individuals and families to develop tailored investment strategies and wealth management solutions
- Ensures seamless client service and the implementation of best-in-class risk management practices
Partner (Advisory), BDO (2024-12-01 to Present)
- Provides strategic advisory services to clients in the real estate, technology, and finance industries
- Leads cross-functional teams to deliver comprehensive solutions that address complex business challenges
- Contributes to the firm's growth and market share expansion through new business development and client relationship management
Career Progression
CEO & Founder, OASE Real Estate AG (2023-04-01 to 2024-12-01)
- Successfully launched and grew a real estate investment and advisory firm, driving business development and operational excellence
- Implemented innovative strategies to optimize portfolio performance and enhance client value
Various Roles, OPPO (2018-04-01 to 2022-08-01)
- Progressed from Founding Member to CFO & COO for France and Switzerland, leading the company's financial and operational initiatives
- Contributed to the expansion of OPPO's presence in Europe and the optimization of its regional operations
Other Relevant Roles
- VP Finance & Operation - Switzerland, OPPO (2022-09-01 to 2023-10-01)
- Chief Commercial Officer, SWISE (2022-09-01 to 2022-12-01)
- Private Equity & Real Estate Financial Expert, Grassy Creek LLC (2015-04-01 to 2016-03-01)
- Co-Founder & Business Development, Utopia MX Travel Company (2014-10-01 to 2015-09-01)
- Tax Team Lead, PT. Indonesia OPPO Electronics (2014-01-01 to 2014-09-01)
- Senior International Tax Consultant, RSM (2012-01-01 to 2013-12-01)
Academic Background
Chelsea Chen holds a Master's degree in Business Administration from a leading university, where she specialized in finance and international business. Her academic achievements and cross-cultural experiences have equipped her with a well-rounded understanding of global business dynamics and the ability to navigate complex financial and operational challenges.
Areas of Expertise
- Strategic business development and growth planning
- Financial optimization and performance management
- Operational excellence and process improvement
- Risk management and regulatory compliance
- Cross-border expansion and internationalization
- Mergers, acquisitions, and integration
- Wealth management and family office advisory
Professional Impact
Throughout her career, Chelsea has made significant contributions to the success of her clients and the growth of the organizations she has worked with. She has led the expansion of OPPO's presence in Europe, driven the launch and growth of a thriving real estate investment firm, and continues to provide valuable advisory services to high-net-worth individuals and families. Her industry expertise, strategic vision, and operational acumen have consistently delivered measurable results and sustainable value.
Conclusion
With a proven track record of leadership, financial expertise, and operational excellence, Chelsea Chen is poised to continue driving meaningful impact in her current roles as the Managing Director of a Multi-Family Office and a Partner (Advisory) at BDO. Her diverse experience, industry insights, and collaborative approach make her a valuable asset in navigating the complex landscape of wealth management, real estate, and advisory services.
