Jeffrey Wu

Jeffrey Wu Email and Phone Number

Partner at Altium Wealth @ Altium Wealth
purchase, new york, united states
Jeffrey Wu's Location
Purchase, New York, United States, United States
Jeffrey Wu's Contact Details

Jeffrey Wu personal email

n/a
About Jeffrey Wu

Jeffrey Wu is a Partner at Altium Wealth at Altium Wealth. He possess expertise in microsoft office, sales, teamwork, social media, customer service and 24 more skills.

Jeffrey Wu's Current Company Details
Altium Wealth

Altium Wealth

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Partner at Altium Wealth
purchase, new york, united states
Website:
altiumwealth.com
Employees:
42
Jeffrey Wu Work Experience Details
  • Altium Wealth
    Partner
    Altium Wealth Apr 2022 - Present
    Purchase, New York
    View
  • Altium Wealth
    Vice President
    Altium Wealth Jul 2019 - Apr 2022
    Purchase, New York
    View
  • Altium Wealth
    Portfolio Analyst
    Altium Wealth Oct 2017 - Jul 2019
    Purchase, New York
    View
  • Altium Wealth
    Financial Planning Analyst
    Altium Wealth Mar 2017 - Oct 2017
    Purchase, New York
    View
  • Hightower
    Registered Operations Assistant
    Hightower Nov 2015 - Dec 2016
    New York, New York
    View

Jeffrey Wu Skills

Microsoft Office Sales Teamwork Social Media Customer Service Google Docs Marketing Strategy Phone Etiquette Negotiation Ms Excel Pivot Tables Microsoft Excel Marketing Public Speaking Event Planning Retail Data Analysis Photoshop Social Networking Microsoft Word Research Time Management Powerpoint Cash Flow Analysis Excel Models Financial Modeling Portfolio Management Bloomberg Terminal Morningstar Investments

Jeffrey Wu Education Details

Frequently Asked Questions about Jeffrey Wu

What company does Jeffrey Wu work for?

Jeffrey Wu works for Altium Wealth

What is Jeffrey Wu's role at the current company?

Jeffrey Wu's current role is Partner at Altium Wealth.

What is Jeffrey Wu's email address?

Jeffrey Wu's email address is jw****@****ors.com

What schools did Jeffrey Wu attend?

Jeffrey Wu attended Stony Brook University, Stuyvesant High School.

What are some of Jeffrey Wu's interests?

Jeffrey Wu has interest in Baseball, Basketball, Hiking, Camping, Fishing.

What skills is Jeffrey Wu known for?

Jeffrey Wu has skills like Microsoft Office, Sales, Teamwork, Social Media, Customer Service, Google Docs, Marketing Strategy, Phone Etiquette, Negotiation, Ms Excel Pivot Tables, Microsoft Excel, Marketing.

Who are Jeffrey Wu's colleagues?

Jeffrey Wu's colleagues are Mitchell Brill, Jd, Msfs, Cfp, Cap, Paul Bucci, Jean Marie Connolly, Regan F., Antonio Mormile, Michele Arsenault, Diane Petrocelli.

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