Email: Patrick.Chen@scorevolunteer.org
Patrick is a born-and-raised New Yorker with a genuine passion for helping others build financial literacy and feel confident managing their personal finances.
He began financially supporting his parents shortly after graduating from college and landing his first corporate job — an experience that pushed him to become more versed in personal finance, investing, and the path to financial independence. That journey shaped his core financial tenets: financial and psychological safety, guilt-free spending, and the power of compound interest.
With over 15 years of experience across the financial and healthcare industries — including Wall Street, management consulting, and corporate strategy — Patrick currently serves as Strategy Director at Integra LifeSciences, where he focuses on five-year planning and strategic initiatives.
His career has shaped a clear, practical approach to problem-solving: first defining a client’s goals, then understanding where they stand today, and finally mapping out the steps and milestones needed to get there. Patrick is known for breaking down complex concepts into simple, digestible terms tailored to each client’s needs.
PASSION FOR HELPING OTHERS
As the son of first-generation immigrants, Patrick saw firsthand how essential personal finance knowledge is to family stability. He quickly realized these fundamentals are rarely taught in the formal education system and that most people must learn them on their own. Patrick is passionate about helping others learn those fundamentals and build a system to achieve their financial goals — empowering them to feel confident and at peace with their financial decisions.
EDUCATION
Bachelor of Business Administration, University of Michigan
Master of Business Administration, Columbia Business School
LANGUAGES
English
Cantonese
FUN FACT
When he’s not spending his free time with his toddler, Patrick reminisces about his days of camping, hiking, rock climbing, and photography.