Andrew Liu Email & Phone Number
Financial Advisor, Senior Vice President - Investment Officer @ Wells Fargo Advisors
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Andrew Liu Location
- California, United States
Andrew Liu Work
- 2015 -now Financial Advisor, Senior Vice President - Investment Officer @
- 2002 -2015 Financial Advisor, Client Group Director @
- 1986 -2002 Worldwide Controller, HP Labs @ Hewlett Packard Company
- 1980 -1986 Chief Financial Officer @ Hewlett Packard Taiwan
Andrew Liu Education
- University of Missouri
MBA (Finance)
Andrew Liu Skills
- 401(k) Rollovers
- Asset Allocation
- Financial Advisory
- Investment Strategies
- Retirement Planning
- Insurance
- Tax–Efficient Strategies
- Estate Investment Planning
- Fixed-Income Strategies
- Wealth-Preservation Planning
- Business Strategy
- Taxefficient Strategies
- Wealth Preservation Planning
- Budgets
- Management
- Accounting
- Fixed Income Strategies
- Microsoft Excel
- 401k Rollovers
- Leadership
- Sales
- Financial Analysis
- Financial Modeling
- Data Analysis
- Business Process Improvement
- Management Consulting
- Financial Services
- Microsoft SQL Server
- CPA
- Process Improvement
- Java
- C
- C++
- Python
- JavaScript
- Matlab
- Public Speaking
- OCaml
- HTML
- Assembly Language
- Ruby
- SAS
- Networking
- R
- React.js
- vue.js
- 401 Rollovers
Andrew Liu Summary
- Andrew Liu, based in California, United States, is currently a Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors. Andrew Liu brings experience from previous roles at Morgan Stanley, Hewlett Packard Company and Hewlett Packard Taiwan. Andrew Liu holds a MBA in Finance @ University of Missouri. With a robust skill set that includes 401(k) Rollovers, Asset Allocation, Financial Advisory, Investment Strategies, Retirement Planning and more. Andrew Liu has 2 emails and 1 mobile phone numbers on RocketReach.
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