David Loo Location
- San Mateo, CA, US
David Loo Work
- 2023 - now Operations Manager @
- 2021 - 2023 Growth Planning Manager @
- 2019 - 2021 Program Manager - Sales and Reporting Operations, International Private Client Group @
- 2016 - 2019 Sales Analytics and Operations - Global Expansion, International Private Client Group @
- 2014 - 2016 Financial Advisor and Relationship Manager, US Private Client Group @
- 2011 - 2014 Associate, Institutional Group @
David Loo Education
- University of California, San Diego
B.A. (Economics)
2007 - 2011 - UC San Diego Extended Studies
Professional Certification (Finance)
2009 - 2011 - University of California, San Diego - Rady School of Management
Minor (Accounting)
2007 - 2011
David Loo Skills
- Financial Modeling
- Microsoft Excel
- Finance
- Investments
- Economics
- Data Analysis
- Equities
- Financial Analysis
- Corporate Finance
- Microsoft Office
- Research
- Asset Allocation
- Fixed Income
- Portfolio Management
- Valuation
- Bloomberg
- Asset Management
- PowerPoint
- Due Diligence
- Private Equity
- Strategic Financial Planning
- Stata
- Access
- Lego
- Pastry
- Party Favors
- Hugs
- Microsoft Word
- Management
- Customer Service
- Public Speaking
- Social Media
- Capital Markets
- Sales
- Marketing
David Loo Summary
- David Loo, based in San Mateo, CA, US, is currently a Operations Manager at Xpro Auto Glass. David Loo brings experience from previous roles at Clearcover, Fisher Investments and Fisher Investments Private Client Group. David Loo holds a 2007 - 2011 B.A. in Economics @ University of California, San Diego. With a robust skill set that includes Financial Modeling, Microsoft Excel, Finance, Investments, Economics and more. David Loo has 2 emails and 2 mobile phone numbers on RocketReach.
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