Shichen Xu Location
Naples, FL, US
Shichen Xu Work
- 2024 - now Portfolio Manager @ Moran Wealth Management®
- 2018 - 2024 Investment Analyst @ Moran Wealth Management®
- 2016 - 2017 Client Associate @ Moran Edwards Asset Management Group
- 2015 - 2016 Mathematics Tutor @ The University of the South
- 2015 - 2015 Summer Intern @ Moran Edwards Asset Management Group
- 2015 - 2015 Financial Analyst Intern @ Sonepar USA
- 2013 - 2014 Math Tutor @ The University of the South
- 2013 - 2013 Commercial Banking Summer Intern @ China Everbright Bank
- 2012 - 2012 Summer Intern @ CTR Market Research
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
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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