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Jake Liu Location
Charlotte, NC, US
Jake Liu Work
Board Member - Charlotte Regional Director @ (January 2023 - Present)
Rates and Currencies Sales @ (January 2017 - Present)
Institutional FX Sales @ (January 2012 - January 2017)
Institutional Fixed Income Sales @ (January 2010 - January 2012)
FX Trading and Bank Funding Trader @ (January 2006 - January 2008)
Jake Liu Education
Imperial College London
BSc (Mathematics)
St Edmund's College and Prep School
GCE A-Levels
Tsinghua University High School
Brandeis University
MSc (Finance)
Jake Liu Skills
Fixed Income
Foreign Exchange
Sales
Trading
Multilingual
Multicultural
Diversity
Series 7
Series 63
Mathematics
Financial Analysis
Investments
Derivatives
Investment Banking
Financial Modeling
Bloomberg
Financial Markets
Corporate Finance
Capital Markets
Jake Liu Summary
Jake Liu, based in Charlotte, NC, US, is currently a Rates and Currencies Sales at Bank of America Merrill Lynch. Jake Liu brings experience from previous roles at CFA Society North Carolina, Deutsche Bank, FHN Financial and China Everbright Bank. Jake Liu holds a BSc in Mathematics @ Imperial College London. With a robust skill set that includes Fixed Income, Foreign Exchange, Sales, Trading, Multilingual and more. Jake Liu has 2 emails and 1 mobile phone numbers on RocketReach.
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