Daphne Hu Email & Phone Number
Managing Director @ United Capital Financial Advisors, LLC
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Daphne Hu Location
- North Wales, PA, US
Daphne Hu Work
- 2023 -now Managing Director @
- 2019 -2023 Vice President @
- 2018 -2019 Wealth Adviser @
- 2014 -2018 Wealth Manager @
- 2013 -2014 Relationship Manager @
- 2011 -2012 Financial Advisor @
- 2010 -2011 Strategy and Segmentation Analyst (SAS Programmer) @
- 2005 -2009 Marketing Manager - Marketing Analytics @
- 1999 -2002 Assistant Manger for International Sales and Marketing @ Litz Hitech Corp.
- 1998 -1999 Portfolio Analyst (Private Client Group) @ J.P. Morgan Investment Management
- 1996 -1998 Securities Law Legal Assistant @ Brown and Wood, LLP
Daphne Hu Education
- Widener University
Master of Science (Taxation)
2010-2012 - The Wharton School
(Executive Program - Strategic Marketing)
2006-2008 - The Johns Hopkins University
B.A. (Economics and Psychology)
1992-1996 - Garrison Forest School
Daphne Hu Skills
- Leadership
- Portfolio Management
- Financial Modeling
- Strategic Financial Planning
- Project Management
- Investments
- Marketing
- Banking
- Relationship Management
- Asset Management
- Risk Management
- Microsoft Excel
- Business Analysis
- Segmentation
- Asset Allocation
- Financial Analysis
- Strategy
- Financial Services
- Wealth Management
- Sales
Daphne Hu Summary
- Daphne Hu, based in North Wales, PA, US, is currently a Managing Director at United Capital Financial Advisors, LLC. Daphne Hu brings experience from previous roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Daphne Hu holds a 2010 - 2012 Master of Science in Taxation @ Widener University. With a robust skill set that includes Leadership, Portfolio Management, Financial Modeling, Strategic Financial Planning, Project Management and more. Daphne Hu has 2 emails and 4 mobile phone numbers on RocketReach.
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