Max Wu Email & Phone Number

Client Success Lead, Americas @ Saphyre

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Max Wu Location

New York, NY, US

Max Wu Work

Client Success Lead, Americas @ (April 2024 - Present)
Senior Product and Client Success Manager @ (June 2022 - May 2024)
Senior Product Manager @ (September 2021 - May 2022)
Vice President, Product Management @ (October 2016 - August 2021)
Senior Investment Analyst @ (March 2016 - October 2016)
Product Manager, Alternative Investments @ (October 2014 - February 2016)
Equity Derivatives Business Analyst @ (September 2013 - October 2014)
Rotational Program Participant @ (January 2013 - September 2013)
Research Analyst @ (August 2012 - December 2012)
Summer Analyst, Corporate Lending @ (June 2011 - August 2011)

Max Wu Education

Baruch College
BBA in Finance
2010-2013

Max Wu Skills

Bloomberg
Bloomberg Professional
Bloomberg Terminal
Business Analysis
Business Intelligence
Business Strategy
Credit Derivatives
Data Analysis
Data Analytics
Derivatives
Dodd-Frank
Equity Derivatives
FactSet
Financial Analysis
Investment Banking
Leadership
MPI
Management
Microsoft Office
Project Management
React.js
Reporting Metrics
SQL
Securities Litigation
Securities Regulation
Strategy
Structured Products
Swaps
Team Building
Thomson Financial
Trading Strategies
Valuation
PowerPoint
Sales
Dodd Frank
Returns
Financial Advisory
Litigation
Market
Insurance
Net
Annual Reviews
ABS
Credit Risk
Competitive Analysis
Finance
Business Administration
Legal
Coos
Formulas
Cantonese
Travel
Databases
Trend
Motorcycling
Bod
Metrics
Commissioned Art
Investment Management
Monitors
Regulators
Ethics
Workflow
Human Resources
Philanthropy
OTC
Swimming
Delegation
Capital Markets
System
Snowboarding
Visualization
Fundraising
Reports
Kayak
User Acceptance Testing
Microsoft Excel
Conferences
Assembly
Research
Reporting
Stakeholders
Regulatory Reform
Loans
Analysis
Mechanisms
ROOT
OASIS
Thomson One Analytics
Economics
Provision
Brooklyn
Negotiation
Regulatory Risk
Regulatory Reporting
Commercial Banking
Summaries
Values
Macro
Drafting
Credit
Poker
Correlations
Ing
Project
Contractual Agreements
Dashboard
Sales Presentations
Paper
Presentations
Nature
Yield
Internal Audit
Markitwire
Usa
Regulations
Badminton
International
Rotation
Executive Management
Portfolio
Ultimate Frisbee
Internal Investigations
New York
Investments
Image Manipulation
Racing
Securities
Investment Strategies
Limits
Stocks
Internal Controls
Asset
Derivatives Trading
Operational Risk
Libor
Financial Transactions
Directives
Due Diligence
Trading
United Nations
Mandarin
Breaks
Investment Decisions
Coordinated
Gaps

Max Wu Summary

Max Wu, based in New York, NY, US, is currently a Client Success Lead, Americas at Saphyre. Max Wu brings experience from previous roles at Saphyre, Waybridge, iCapital and Institutional Investor. Max Wu holds a 2010 - 2013 BBA in Finance @ Baruch College. With a robust skill set that includes Bloomberg, Bloomberg Professional, Bloomberg Terminal, Business Analysis, Business Intelligence and more. Max Wu has 2 emails and 2 mobile phone numbers on RocketReach.