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Bifei Xu Email & Phone Number
Client Operations Associate
at
Fisher Investments
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Operations Associate
Location
Dallas, Texas, United States
Company size
Who is Bifei Xu? Overview
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Quick answer
Bifei Xu is listed as Client Operations Associate at Fisher Investments, a with 2996 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Bifei Xu.
Bifei Xu previously worked as Junior Associate at Fisher Investments and Small Business Owner at Fifi'S Home Bakery. Bifei Xu holds Bachelor Of Science - Bs, International/Global Studies, Senior from The University Of Texas At Dallas.
Company email context
Email format at Fisher Investments
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Fisher Investments
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Profile bio
About Bifei Xu
Hi! My name is Bifei, but many know me as FiFi! Currently, I’m a senior at the University of Texas at Dallas, majoring in Global Business with a concentration in Sales.My educational journey is fueled by a fascination for travel, language, and diverse cultures, which has led to an interest in envisioning a future of fostering connections and building communities among people from varied backgrounds. I believe that the intersection of business and cultural intelligence is where success truly lies. I am dedicated to continuously educating myself on these fronts, equipping myself with skills necessary to excel in my chosen path.Beyond the corporate world, my heart lies in creative pursuits. Whether it’s becoming a voice actor, owning a baking business, or pursuing art and design, these are where my true passions reside. As I continue to create a business background to hone necessary skills and knowledge, I am committed to weaving these creative passions into my future career, ultimately striving to define success on my own terms.
Current workplace
Bifei Xu's current company
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Fisher Investments
4 roles
Bifei Xu work experience
A career timeline built from the work history available for this profile.
Junior Associate
- Demonstrated agility in transitioning between customer management platforms, ensuring seamless continuity in operations- Facilitated scheduling arrangements for client consultation with Financial Planning Counselors, Estate Planning Specialists, Insurance Professionals, and Investment counselors- Mediated complex issues among $5 million net-worth clientele, maintaining client satisfaction- Led the onboarding process for 20+ new team members, delivering comprehensive training on operational procedures utilizing Salesforce
Small Business Owner
Fifi'S Home Bakery
- Created over 30 unique dessert recipes and with order size averaging 2 products per customer- Managed multiple social media platforms to gain further brand awareness and product promotion- Designed professional business cards, flyers, and sticker to increase business image- Demonstrated professional communication skills with both English and Mandarin through diverse customer bases
Oct 2022 - Dec 2022
Barista
Boba Latte
- Memorized how to make over 70 drinks: milk teas, fusion teas, smoothies, slushies, and coffees - Multitasked between two roles during each shifts as tea/boba maker in the back and barista/cashier in the front- Communicated effectively and staying focused on the task at hand during peak rush hours- Tasked with opening and closing, often arriving and staying the latest to ensure proper procedures were followed
Feb 2022 - Oct 2022
Team & coworkers
Colleagues at Fisher Investments
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
JK
Jonathan Koenig
Colleague at Fisher InvestmentsTampa, Florida, United States
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GH
Garrett House
Colleague at Fisher InvestmentsTampa, Florida, United States
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JA
Jon Allmon
Colleague at Fisher InvestmentsDallas, Texas, United States
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RM
Rob May
Colleague at Fisher InvestmentsDelafield Town, Wisconsin, United States
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RS
Robert Schuse
Colleague at Fisher InvestmentsUnited States
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HL
Helena Lazarek
Colleague at Fisher InvestmentsLondon Area, United Kingdom
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TD
Tate Ditto
Colleague at Fisher InvestmentsPortland, Oregon, United States
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QH
Qinsheng Huang
Colleague at Fisher InvestmentsVancouver, Washington, United States
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CN
Cebrina Nell
Colleague at Fisher InvestmentsVancouver, Washington, United States
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EK
Elliot Key
Colleague at Fisher InvestmentsDenver, Colorado, United States
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Jonathan Koenig
Colleague at Fisher InvestmentsTampa, Florida, United States
View →
GH
Garrett House
Colleague at Fisher InvestmentsTampa, Florida, United States
View →
JA
Jon Allmon
Colleague at Fisher InvestmentsDallas, Texas, United States
View →
RM
Rob May
Colleague at Fisher InvestmentsDelafield Town, Wisconsin, United States
View →
RS
Robert Schuse
Colleague at Fisher InvestmentsUnited States
View →
HL
Helena Lazarek
Colleague at Fisher InvestmentsLondon Area, United Kingdom
View →
TD
Tate Ditto
Colleague at Fisher InvestmentsPortland, Oregon, United States
View →
QH
Qinsheng Huang
Colleague at Fisher InvestmentsVancouver, Washington, United States
View →
CN
Cebrina Nell
Colleague at Fisher InvestmentsVancouver, Washington, United States
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EK
Elliot Key
Colleague at Fisher InvestmentsDenver, Colorado, United States
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2 education records
Bifei Xu education
Bachelor Of Science - Bs, International/Global Studies, Senior
Bachelor Of Business Administration - Bba, International/Global Studies
FAQ
Frequently asked questions about Bifei Xu
Quick answers generated from the profile data available on this page.
What company does Bifei Xu work for?
Bifei Xu works for Fisher Investments.
What is Bifei Xu's role at Fisher Investments?
Bifei Xu is listed as Client Operations Associate at Fisher Investments.
Where is Bifei Xu based?
Bifei Xu is based in Dallas, Texas, United States while working with Fisher Investments.
What companies has Bifei Xu worked for?
Bifei Xu has worked for Fisher Investments, Fifi'S Home Bakery, and Boba Latte.
Who are Bifei Xu's colleagues at Fisher Investments?
Bifei Xu's colleagues at Fisher Investments include Jonathan Koenig, Garrett House, Jon Allmon, Rob May, and Robert Schuse.
How can I contact Bifei Xu?
You can use AeroLeads to view verified contact signals for Bifei Xu at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Bifei Xu attend?
Bifei Xu holds Bachelor Of Science - Bs, International/Global Studies, Senior from The University Of Texas At Dallas.
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