Jackie Wu Email & Phone Number
Vice President, Broker Dealer - HoldCo and US Entities Treasury @ Citi
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Jackie Wu Location
- New York, NY, US
Jackie Wu Work
- 2025 -now Vice President, Broker Dealer - HoldCo and US Entities Treasury @
- 2023 -2025 Assistant Vice President, Broker Dealer - HoldCo and US Entities Treasury @
- 2021 -2023 Associate, SSA DCM Origination and Syndicate @
- 2018 -2021 Vice President, Debt Investor Relations - Corporate Treasury @
- 2017 -2018 Financial Analyst @
- 2015 -2017 Business Systems Administrator, Sr. @
- 2014 -2015 System Analyst, Global TA App Dev and Support @
- 2011 -2014 TA Divisional Analyst @
- 2009 -2011 Customer Service Associate and Team Lead Associate @
- 2009 -2009 Assistant @ Investment Architects Inc
- 2008 -2009 Assistant @
Jackie Wu Education
- UCLA Anderson School of Management
Master of Business Administration - MBA
2019-2022 - University of California, Davis
Bachelor of Arts
2005-2008
Jackie Wu Skills
- Cost Basis
- Systems Analysis
- Requirements Analysis
- SharePoint
- Workflow
- Fixed Income
- Capital Markets
- Investments
- Cost Basis Reporting
- Finance
- Process Improvement
- Business Objects
- SAN
- Operations
- Mutual Funds
- Risk Management
- Business Process
- Business Requirements
- Customer Service
- Business Intelligence
- InfoPath Forms
- Treasury
- Project Management
- ITIL v3 Foundations Certified
- Continuous Improvement
- Capital
- IT Service Management
Jackie Wu Summary
- Jackie Wu, based in New York, NY, US, is currently a Vice President, Broker Dealer - HoldCo and US Entities Treasury at Citi. Jackie Wu brings experience from previous roles at Citi, BMO Capital Markets, Union Bank and Bank of the West. Jackie Wu holds a 2019 - 2022 Master of Business Administration - MBA @ UCLA Anderson School of Management. With a robust skill set that includes Cost Basis, Systems Analysis, Requirements Analysis, SharePoint, Workflow and more. Jackie Wu has 2 emails and 1 mobile phone numbers on RocketReach.
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