Vicky Shi Email & Phone Number
AVP @ Wealthspire Advisors
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Vicky Shi Location
- New York, NY, US
Vicky Shi Work
- AVP @ (August 2024 - Present)
- Senior Portfolio Associate @ (September 2020 - December 2022)
- Registered Associate and Senior Registered Associate @ (January 2017 - December 2022)
- Client Service Associate @ (November 2014 - November 2017)
- Assistant Property Manager @ Moon Plaza (November 2010 - June 2014)
- Sales Associate @ (August 2011 - January 2013)
Vicky Shi Education
- Texas A&M University-Corpus Christi
Bachelor of Business Administration (B.B.A.) (Finance, General)
2009-2013
Vicky Shi Skills
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Customer Service
- PowerPoint
- English
- Windows
- Research
- Outlook
- Teaching
- Photoshop
- Public Speaking
- Investments
- Training
- Fixed Income
- Financial Analysis
- Financial Services
- Equities
- Order Entry
- Equity Research
Vicky Shi Summary
- Vicky Shi, based in New York, NY, US, is currently a AVP at Wealthspire Advisors. Vicky Shi brings experience from previous roles at Morgan Stanley and Moon Plaza. Vicky Shi holds a 2009 - 2013 Bachelor of Business Administration (B.B.A.) in Finance, General @ Texas A&M University-Corpus Christi. With a robust skill set that includes Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint and more. Vicky Shi has 1 emails on RocketReach.
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