Corey Liu Email & Phone Number
Portfolio Manager @ Wealth Enhancement Group
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Corey Liu Location
- United States
Corey Liu Work
- 2022 -now Portfolio Manager @
- 2019 -2022 Associate Portfolio Manager @
- 2017 -2019 Associate Portfolio Manager @ Pillar Pacific Capital Management, LLC
- 2013 -2017 Financial Consultant @ Pillar Pacific Capital Management, LLC
- 2011 -2013 Senior Investment Management Consultant @
- 2009 -2010 Graduate Assistant @
Corey Liu Education
- University of the Pacific - Eberhardt School of Business
MBA (Finance)
2009-2010 - UCLA
Bachelor of Arts (Political Science; International Relations)
2005-2008
Corey Liu Skills
- Leadership
- Business Strategy
- Microsoft Office
- Financial Modeling
- Data Analysis
- Management
- Research
- Corporate Social Responsibility
- Finance
- FactSet
- Services
- Financial Analysis
- CRM
- Financial Services
- Valuation
- Analysis
- Investment Management
- Sales Enablement
- Product Management
- Sales Process Implementation
- Product Support
- Product Knowledge
- Product Development
- Microsoft Visio
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Add Ins
Corey Liu Summary
- Corey Liu, based in United States, is currently a Portfolio Manager at Wealth Enhancement Group. Corey Liu brings experience from previous roles at City National Rochdale, Pillar Pacific Capital Management, LLC and FactSet Research Systems. Corey Liu holds a 2009 - 2010 MBA in Finance @ University of the Pacific - Eberhardt School of Business. With a robust skill set that includes Leadership, Business Strategy, Microsoft Office, Financial Modeling, Data Analysis and more. Corey Liu has 7 emails and 7 mobile phone numbers on RocketReach.
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