Shichen Xu Email
Portfolio Manager @ Moran Wealth Management®
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Shichen Xu Location
- Naples, FL, US
Shichen Xu Work
- Portfolio Manager @ (March 2024 - Present)
- Investment Analyst @ (September 2018 - March 2024)
- Client Associate @ Moran Edwards Asset Management Group (June 2016 - May 2017)
- Mathematics Tutor @ (August 2015 - May 2016)
- Summer Intern @ Moran Edwards Asset Management Group (June 2015 - July 2015)
- Financial Analyst Intern @ (January 2015 - May 2015)
- Math Tutor @ (January 2013 - December 2014)
- Commercial Banking Summer Intern @ (June 2013 - July 2013)
- Summer Intern @ (July 2012 - August 2012)
Shichen Xu Education
- University of Notre Dame - Mendoza College of Business
Master of Science in Management
2017-2018 - Sewanee-The University of the South
Bachelor’s Degree (Economics)
2012-2016 - Community School of Naples
High School
2010-2012
Shichen Xu Skills
- Microsoft Excel
- PowerPoint
- Research
- Microsoft Word
- Public Speaking
- Microsoft Office
- Project Finance
- Mathematical Modeling
- Accounting
- Corporate Finance
- Editing
- Market Research
- Chinese
- Data Analysis
- Financial Modeling
- Financial Analysis
- Finance
- Social Media
- Economics
- Microsoft PowerPoint
Shichen Xu Summary
- Shichen Xu, based in Naples, FL, US, is currently a Portfolio Manager at Moran Wealth Management®. Shichen Xu brings experience from previous roles at Moran Wealth Management®, Moran Edwards Asset Management Group and University of the South. Shichen Xu holds a 2017 - 2018 Master of Science in Management @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Microsoft Excel, PowerPoint, Research, Microsoft Word, Public Speaking and more. Shichen Xu has 1 emails on RocketReach.
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