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
- Vice President, Broker Dealer - HoldCo and US Entities Treasury @ (February 2025 - Present)
- Assistant Vice President, Broker Dealer - HoldCo and US Entities Treasury @ (May 2023 - February 2025)
- Associate, SSA DCM Origination and Syndicate @ (November 2021 - March 2023)
- Vice President, Debt Investor Relations - Corporate Treasury @ (December 2018 - November 2021)
- Financial Analyst @ (July 2017 - December 2018)
- Business Systems Administrator, Sr. @ (July 2015 - July 2017)
- System Analyst, Global TA App Dev and Support @ (March 2014 - July 2015)
- TA Divisional Analyst @ (June 2011 - March 2014)
- Customer Service Associate and Team Lead Associate @ (November 2009 - May 2011)
- Assistant @ Investment Architects Inc (May 2009 - November 2009)
- Assistant @ (May 2008 - March 2009)
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 4 emails and 1 mobile phone numbers on RocketReach.
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