Nick Wu Location
Oklahoma City, OK, US
Nick Wu Work
- 2007 - now SVP and Portfolio Manager -Wealth Management @ eHR Recruitment
- 2006 - 2009 Adjunct Faculty in Economics and Finance @ Oklahoma City University
- 2003 - 2007 Financial Advisor @ Wells Fargo
- 2001 - 2003 Financial Advisor @ Cambridge Investment Research, Inc.
- 1993 - 2001 Financial Advisor @ AXA Advisors, LLC
- 1990 - 1991 Business Consultant at China Division @ EY
- 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
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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