Dean Woo Email & Phone Number
Director, Trust, Portfolio and Investment Performance Operations @ TIAA Kaspick
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Dean Woo Location
- California, United States
Dean Woo Work
- Director, Trust, Portfolio and Investment Performance Operations @ (August 2025 - Present)
- Manager, Investment Performance and Report Development @ (September 2022 - August 2025)
- Senior Business Analyst, Client Reporting @ (March 2014 - September 2022)
- Manager, Portfolio Operations @ (September 2008 - March 2014)
- Data Analyst and Systems Specialist @ (October 2004 - May 2008)
- Daily Valuation Analyst @ (July 2003 - July 2004)
Dean Woo Education
- University of California, Davis
B.A. (Economics & International Relations)
- Santa Clara University
MBA
Dean Woo Skills
- Portfolio Management
- Bloomberg
- Accounting
- Valuation
- Financial Services
- Leadership
- Axys
- Financial Analysis
- CRM
- Investments
- Advent
- Microsoft Excel
- Mutual Funds
- Statistics
- Cross-functional Team Leadership
- Asset Management
- Equities
- Financial Reporting
- Securities
- IDC
- Cost Basis
- Planned Giving
- Cross Functional Team Leadership
- SQL
- Schwab Advisor Center
- Personal Finance
Dean Woo Summary
- Dean Woo, based in California, United States, is currently a Director, Trust, Portfolio and Investment Performance Operations at TIAA Kaspick. Dean Woo brings experience from previous roles at TIAA Kaspick and Harris Associates LP. Dean Woo holds a B.A. in Economics & International Relations @ University of California, Davis. With a robust skill set that includes Portfolio Management, Bloomberg, Accounting, Valuation, Financial Services and more. Dean Woo has 2 emails and 2 mobile phone numbers on RocketReach.
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