Stephen Chien in

Stephen Chien

Critic · DISC type C
VP, AI Digital Transformation | Head of AI Advisor Solutions at LPL Financial
📍 Los Angeles Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Current Role
VP, AI Digital Transformation | Head of AI Advisor Solutions
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Stephen shows up

Negotiator
Objective Thinker
Precise

They don’t appreciate bells and whistles unless backed by data. They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Priorities

Topics Stephen cares about

Strategic Priorities
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Career

Work history

6-2024
VP, AI Digital Transformation | Head of AI Advisor Solutions
LPL Financial
2022 - 2024
VP, Product Development
Capital Group
2018 - 2022
MD, Private Wealth Services | Head of Schwab Chairman's Circle
Charles Schwab
2014 - 2018
MD, Wealth Management Solutions
Charles Schwab
2008 - 2013
Senior Manager, Strategy & Innovation
Charles Schwab
In the press

Media appearances

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Education
Bachelor of Arts - BA
Stanford University
Master of Business Administration - MBA
The Wharton School
Master of Arts - MA
Johns Hopkins School of Advanced International Studies (SAIS)
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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