Bill Luo Email & Phone Number
Founder @ Summit Financial Advisory LLC
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Bill Luo Location
- Quincy, MA, US
Bill Luo Work
- 2025 -now Founder @
- 2022 -2025 Private Equity Fund Accounting and Administration, Assistant Vice President @
- 2021 -2022 Accounting Manager @
- 2020 -2021 PE Fund Accounting and Adminstration (Officer) @
- 2018 -2020 Private Equity Administrator (Senior Associate) @
- 2017 -2018 Cash Operation Auditor @
- 2015 -2017 Cash Operation Associate @
Bill Luo Education
- Questrom School of Business, Boston University
Master of Business Administration - MBA (Finance)
2021-2024 - Northeastern University
Bachelor's Degree (Business Administration and Management, General)
2012-2015
Bill Luo Skills
- Fast
- Team Management
- Extrusion Coating
- Public Speaking
- Accounting
- Interpersonal Leadership
- Microsoft PowerPoint
- Client Services
- English
- Finance
- 401k
- Pivot Tables
- Financial Services
- Vlookup
- Balance Sheet
- Microsoft Word
- Microsoft Excel
- Time Management
- Cantonese
- Pension Funds
- Private Equity
- Teamwork
- Analytical Skills
- Mandarin
- Hedge Funds
Bill Luo Summary
- Bill Luo, based in Quincy, MA, US, is currently a Founder at Summit Financial Advisory LLC. Bill Luo brings experience from previous roles at State Street and Ultimus LeverPoint Private Fund Solutions. Bill Luo holds a 2021 - 2024 Master of Business Administration - MBA in Finance @ Questrom School of Business, Boston University. With a robust skill set that includes Fast, Team Management, Extrusion Coating, Public Speaking, Accounting and more. Bill Luo has 2 mobile phone numbers on RocketReach.
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