David Loo's Location
San Mateo, CA, US
David Loo's Work
- Growth Planning Manager @ Clearcover
- Program Manager - Sales and Reporting Operations, International Private Client Group @ Fisher Investments
- Sales Analytics and Operations - Global Expansion, International Private Client Group @ Fisher Investments
- Financial Advisor and Relationship Manager, US Private Client Group @ Fisher Investments
- Associate, Institutional Group @ Fisher Investments
David Loo's Education
- University of California, San Diego
B.A. (Economics)
2007 - 2011 - UC San Diego Extension
Professional Certification (Finance)
2009 - 2011 - University of California, San Diego - Rady School of Management
Minor (Accounting)
2007 - 2011
David Loo's Skills
- PowerPoint
- Social Media
- Public Speaking
- Economics
- Fixed Income
- Corporate Finance
- Valuation
- Sales
- Portfolio Management
- Financial Modeling
David Loo's Summary
David Loo, based in San Mateo, CA, US, is currently a Growth Planning Manager at Clearcover, bringing experience from previous roles at Fisher Investments. David Loo holds a 2007 - 2011 B.A. in Economics @ University of California, San Diego. With a robust skill set that includes PowerPoint, Social Media, Public Speaking, Economics, Fixed Income and more, David Loo contributes valuable insights to the industry. David Loo has 4 emails and 1 mobile phone number on RocketReach.
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