Nick Wu Email & Phone Number
SVP and Portfolio Manager -Wealth Management @ eHR Recruitment
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Nick Wu Location
- Oklahoma City, OK, US
Nick Wu Work
- 2007 -now SVP and Portfolio Manager -Wealth Management @
- 2006 -2009 Adjunct Faculty in Economics and Finance @
- 2003 -2007 Financial Advisor @
- 2001 -2003 Financial Advisor @
- 1993 -2001 Financial Advisor @
- 1990 -1991 Business Consultant at China Division @
- 1989 -1990 Financial Analyst @ Chung Sing ( Swiss) Investments Ltd
Nick Wu Education
- Oklahoma City University
Master of Business Administration - MBA (Finance)
1991-1993 - Sun Yat-sen University
Masters (International Economics)
1986-1989 - Princeton University
Workshop (Econometrics and Quantitative Economics)
1986-1986
Nick Wu Skills
- Investments
- Options
- Investment Management
- Investment Advisory
- Mutual Funds
- Financial Modeling
- Private Equity
- Asset Allocation
- Equities
- Strategic Financial Planning
- Wealth Management
- Hedge Funds
- Securities
- Valuation
- Financial Advisory
- Portfolio Management
- Investment Strategies
- Alternative Investments
- Asset Managment
- Financial Analysis
- China Business Development
- Asset Management
- Strategy
- Wealth
- Investment Banking
- Wealth Management Services
- 401k
- Economics
- Leadership
- Finance
- Retirement
- Retirement Planning
- Series 63
- Series 7
- Financial Planning
- China Business
- Strategic Planning
- Strategic Financial
- Microsoft Office
Nick Wu Summary
- Nick Wu, based in Oklahoma City, OK, US, is currently a SVP and Portfolio Manager -Wealth Management at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nick Wu brings experience from previous roles at Oklahoma City University, Wells Fargo, Cambridge Investment Research, Inc. and AXA Advisors, LLC. Nick Wu holds a 1991 - 1993 Master of Business Administration - MBA in Finance @ Oklahoma City University. With a robust skill set that includes Investments, Options, Investment Management, Investment Advisory, Mutual Funds and more. Nick Wu has 1 emails and 1 mobile phone numbers on RocketReach.
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