Jon Wu Location
- San Francisco, CA, US
Jon Wu Work
- 2025 -now VP Financial Consultant @
- 2019 -2025 Vice President Investment Banking @
- 2018 -2019 Founding Member @ Harrison Fund
- 2017 -2018 Manager @
- 2015 -2016 Senior Investment Consultant @
- 2010 -2015 Investment Consultant @
- 2010 -2010 Business Development Associate @
Jon Wu Education
- Silicon Valley Business Institute
Master Of Business Administration (Finance)
2019-2021 - University of California - Davis
Bachelors
Jon Wu Skills
- Series 63
- Financial Advisory
- Investment Compliance
- Sales Process
- Retirement Savings
- Fixed Income
- Bonds
- Retirement Planning
- Financial Planning
- Microsoft PowerPoint
- Portfolio Management
- IRAs
- Capital Markets
- Derivatives
- Investments
- Relationship Management
- Business Development
- Client Services
- Finance
- 401K Retirement Savings Plans
- Working with Investors
- Asset Allocation
- Investment Advisory
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- FINRA
- Relationship Building
- Investment Strategies
- Microsoft Excel
- Asset Management
- Regulatory Compliance
- Cantonese
- Private Equity
- Teamwork
- 401k Rollovers
- Personal Finance
- Analytical Skills
- Due Diligence
- Research
- Trading
- ETFs
- Mandarin
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Financial Markets
- 401 Retirement Savings Plans
Jon Wu Summary
- Jon Wu, based in San Francisco, CA, US, is currently a VP Financial Consultant at Charles Schwab. Jon Wu brings experience from previous roles at Xnergy, Harrison Fund and Scottrade. Jon Wu holds a 2019 - 2021 Master Of Business Administration in Finance @ Silicon Valley Business Institute. With a robust skill set that includes Series 63, Financial Advisory, Investment Compliance, Sales Process, Retirement Savings and more. Jon Wu has 2 emails and 1 mobile phone numbers on RocketReach.
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