Zhi Wu's Location
California, United States
Zhi Wu's Work
- Senior Analyst @ BNY Mellon Wealth Management
- Officer @ Northern Trust Wealth Management
- Account Manager @ Northern Trust Wealth Management
- Senior Investment Associate @ Northern Trust Wealth Management
- Trust Associate @ First Republic
- Portfolio Accountant @ State Street
- Summer Camp Leader @ Chinese Presbyterian Church
Zhi Wu's Education
- University of California, Santa Cruz
- University of California, Berkeley2017 - 2019
- 2015 - 2016
Zhi Wu's Skills
- Financial Services
- Finance
- Financial Reporting
- Financial Advisory
- Customer Service
- Investments
- Financial Analysis
- Portfolio Management
- Wealth Management
- Microsoft Excel
Zhi Wu's Summary
Zhi Wu, based in California, United States, is currently a Senior Analyst at BNY Mellon Wealth Management, bringing experience from previous roles at Northern Trust Wealth Management and First Republic Bank. Zhi Wu holds a University of California, Santa Cruz. With a robust skill set that includes Financial Services, Finance, Financial Reporting, Financial Advisory, Customer Service and more, Zhi Wu contributes valuable insights to the industry. Zhi Wu has 4 emails on RocketReach.
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