Simone Liu's Location
Pasadena, California, United States
Simone Liu's Work
- Vice President Investments, Financial Advisor @ Wells Fargo
- Financial Advisor and Global Wealth Management @ Morgan Stanley
- Global Wealth Management @ UBS
Simone Liu's Education
- Cheung Kong Graduate School of Business
Master of Business Administration (Business)
2018 - 2020 - University of California, Los Angeles2002 - 2004
- University of California, Los Angeles
Bachelors (Business Economics, Accounting)
2001 - 2004
(Economics, Business)
Simone Liu's Skills
- Investments
- Retirement Planning
- Finance
- Mutual Funds
- Financial Advisory
- Investment Strategies
- Retirement
- Management
- Fixed Annuities
- Equities
Simone Liu's Summary
Simone Liu, based in Pasadena, California, United States, is currently a Vice President Investments, Financial Advisor at Wells Fargo, bringing experience from previous roles at Morgan Stanley and Ubs. Simone Liu holds a 2018 - 2020 Master of Business Administration in Business @ Cheung Kong Graduate School of Business. With a robust skill set that includes Investments, Retirement Planning, Finance, Mutual Funds, Financial Advisory and more, Simone Liu contributes valuable insights to the industry. Simone Liu has 3 emails and 1 mobile phone number on RocketReach.
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