Simone Liu Location
Los Angeles, CA, US
Simone Liu Work
- 2022 - now Senior Vice President - Head of AIRE Asia Pacific @ AIRE Advisors
- 2011 - 2022 Vice President - Investments @ Wells Fargo
- 2011 - 2022 Vice President - Investment @ Wells Fargo
- 2005 - 2011 Financial Advisor and Global Wealth Management @ Morgan Stanley
- 2003 - 2005 Global Wealth Management @ UBS Group AG
Simone Liu Education
- Cheung Kong Graduate School of Business
EMBA Master of Business Administration (Business)
2018 - 2020 - University of California, Los Angeles
Bachelor's degree (Business Economics / Accounting/ South East Asian study)
2001 - 2004
Simone Liu Skills
- Investments
- Retirement Planning
- Mutual Funds
- Retirement
- Finance
- Investment Strategies
- Financial Advisory
- Fixed Annuities
- Equities
- Management
Simone Liu Summary
Simone Liu, based in Los Angeles, CA, US, is currently a Senior Vice President - Head of AIRE Asia Pacific at AIRE Advisors. Simone Liu brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley Smith Barney and UBS Financial Services. Simone Liu holds a 2018 - 2020 EMBA Master of Business Administration in Business @ Cheung Kong Graduate School of Business. With a robust skill set that includes Investments, Retirement Planning, Mutual Funds, Retirement, Finance and more. Simone Liu has 4 emails and 1 mobile phone numbers on RocketReach.
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Top AIRE Advisors Employees
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Simone Liu
Senior Vice President - Head of AIRE Asia Pacific at AIRE Advisors
Los Angeles, CA, US45 -
Balfoure Brenes
Senior Financial Advisor, Vice President at AIRE Advisors
Los Angeles, CA, US35+ -
Philip Fessler
Senior Partner at AIRE Advisors
Beverly Hills, CA, US23 -
Kristina Downing
Senior Vice President at AIRE Advisors
Los Angeles, CA, US31 -
1
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Kameron Monsefi
Wealth Management Associate at AIRE Advisors
Los Angeles, CA, US21 -
Maryam Khoshreza
Wealth Managment - Private Client Associate at AIRE Advisors
Beverly Hills, CA, US1 -
Nathan Mescobi
Wealth Advisor Associate at AIRE Advisors
Beverly Hills, CA, US2
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