Simon Liu Email & Phone Number
Chief Marketing Technology Officer @ Empirical Wealth Management
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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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