Erica Wu's Location
California, United States
Erica Wu's Work
- Senior Financial Advisor, VP-Investment Officer @ Wells Fargo Advisors
- Private Client Advisor @ JPMorgan Chase Bank, N.A.
- Financial Advisor @ JPMorgan Chase Bank, N.A.
- Financial Advisor @ Cathay Bank
- Licensed Sales and Operations Specialist -- Wealth Management @ Cathay Bank
- Sales Account Manager @ C3 Networks INC.
- Account Payable - Supplier, Account Payable-Process @ America Chung Nam
- Accounting Intern @ The InVentures Group, Inc.
- Volunteer Income Tax Assistance (VITA) @ University at Buffalo School of Social Work
Erica Wu's Education
- State University of New York at Buffalo
M.A. (Economics)
2011 - 2013 - University at Buffalo School of Management, The State University of New York
B.S. (Accounting)
2008 - 2011 - Stanford University
Continuing Studies (Wealth Management)
Erica Wu's Skills
- Microsoft Excel
- Microsoft Word
- Tax
- Microsoft Office
- Strategic Planning
- General Ledger
- Business Strategy
- Peachtree
- Accounts Payable
- Journal Entries
Erica Wu's Summary
Erica Wu, based in California, United States, is currently a Senior Financial Advisor, VP-Investment Officer at Wells Fargo Advisors, bringing experience from previous roles at JPMorgan Chase Bank, N.A. and Cathay Bank. Erica Wu holds a 2011 - 2013 M.A. in Economics @ State University of New York at Buffalo. With a robust skill set that includes Microsoft Excel, Microsoft Word, Tax, Microsoft Office, Strategic Planning and more, Erica Wu contributes valuable insights to the industry. Erica Wu has 2 emails on RocketReach.
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