Shichen Xu Email
Portfolio Manager @ Moran Wealth Management®
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Shichen Xu Location
- Naples, FL, US
Shichen Xu Work
- 2024 - now Portfolio Manager @
- 2018 - 2024 Investment Analyst @
- 2016 - 2017 Client Associate @ Moran Edwards Asset Management Group
- 2015 - 2016 Mathematics Tutor @
- 2015 - 2015 Summer Intern @ Moran Edwards Asset Management Group
- 2015 - 2015 Financial Analyst Intern @
- 2013 - 2014 Math Tutor @
- 2013 - 2013 Commercial Banking Summer Intern @
- 2012 - 2012 Summer Intern @
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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Others Named Shichen Xu
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Top Moran Wealth Management® Employees
Thomas Aif
Chairman | CEO | CIO
Naples, FL, US
Trent Grzegorczyk
Wealth Manager
Naples, FL, US
Shichen Xu
Portfolio Manager
Naples, FL, US
Jeff Lebriton
Executive Assistant to the President
Naples, FL, US
Adam Masterson
Financial Consultant
Naples, FL, US
Katie Schold
Human Resource and Finance Officer
Naples, FL, US
Justin Claussen
Client Operations Specialist
Naples, FL, US
Arian Mirfakhraee
Portfolio Manager
Naples, FL, US
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