Simon Liu Email & Phone Number
Chief Marketing Technology Officer @ Empirical Wealth Management
5 free lookup(s).
Simon Liu Location
- Seattle, WA, US
Simon Liu Work
- 2013 - now Chief Marketing Technology Officer @
- 2008 - 2013 Portfolio Manager @
- 2007 - 2008 Intern @
Simon Liu Education
- University of Washington
Bachelor's degree (Economics)
2006 - 2008 - Queens College 2003 - 2005
Simon Liu Skills
- Investment Management
- Asset Allocation
- Portfolio Management
- Wealth Management
- Tactical Asset Allocation
- Investments
- Financial Modeling
- Retirement Planning
- Quantitative Analytics
- Global Macro
- Relative Value
- Absolute Return
- Manager Selection
- Long/Short Equity
- Convertible Arbitrage
- Financial Analysis
- Fixed Income Portfolio Management
- Strategic Financial Planning
- Investment Policy
- Estate Planning
- Management
- Sales
- Marketing
- Strategy
Simon Liu Summary
- Simon Liu, based in Seattle, WA, US, is currently a Chief Marketing Technology Officer at Empirical Wealth Management. Simon Liu brings experience from previous roles at Empirical Wealth Management. Simon Liu holds a 2006 - 2008 Bachelor's degree in Economics @ University of Washington. With a robust skill set that includes Investment Management, Asset Allocation, Portfolio Management, Wealth Management, Tactical Asset Allocation and more. Simon Liu has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Empirical Wealth Management Employees
Eva Xu
Director of Client Strategy
Palo Alto, CA, US
Ethan Broga
Financial Advisor
Seattle, WA, US
Jack Sun
Portfolio Manager
California, United States
Lorne Enquist
Financial Advisor
Seattle, WA, US
Jordan Edwards
Financial Advisor
Bellevue, WA, US
Jason Sulkosky
Financial Advisor
Seattle, WA, US
Kenneth Smith
CEO
United States
Joe Mercado
Director Of Business Development and Strategic Initiatives
Mercer Island, WA, US
Justin Buller
Chief Compliance Officer
Seattle, WA, US
Simon Liu
Chief Marketing Technology Officer
Seattle, WA, US
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