Brian Zhu
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Brian Zhu Email & Phone Number

Investment Operations Analyst at TruStage
Location: Chicago, Illinois, United States 6 work roles 1 school
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Current company
Role
Investment Operations Analyst
Location
Chicago, Illinois, United States
Company size

Who is Brian Zhu? Overview

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Quick answer

Brian Zhu is listed as Investment Operations Analyst at TruStage, a company with 723 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Brian Zhu.

Brian Zhu previously worked as Analyst at Alliantgroup and Financial Services Representative at E*Trade From Morgan Stanley. Brian Zhu holds Bachelor Of Arts - Ba, Economics, 3.87 from University Of Illinois Urbana-Champaign.

Company email context

Email format at TruStage

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TruStage

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Profile bio

About Brian Zhu

As a Financial Services Representative at E*TRADE from Morgan Stanley, I provide financial advice and solutions to clients across various investment products and services. I leverage my consulting skills and economics degree to analyze the market trends, identify the client needs, and recommend the best strategies to achieve their financial goals. I have over two years of experience in consulting for startups and small businesses, where I helped them with business planning, market research, financial modeling, and pitch development. I am passionate about entrepreneurship and innovation, and I enjoy working with diverse and dynamic teams. My core competencies include customer service, communication, problem-solving, analytical thinking, and business acumen.

Current workplace

Brian Zhu's current company

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TruStage
Trustage
Investment Operations Analyst
Chicago, IL, US
Employees
723
AeroLeads page
6 roles

Brian Zhu work experience

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Investment Operations Analyst

Chicago, IL, US

Analyst

Current

Houston, Texas, United States

May 2024 - Present
Team & coworkers

Colleagues at TruStage

Other employees you can reach at alliantgroup.com. View company contacts for 723 employees →

1 education record

Brian Zhu education

FAQ

Frequently asked questions about Brian Zhu

Quick answers generated from the profile data available on this page.

What company does Brian Zhu work for?

Brian Zhu works for TruStage.

What is Brian Zhu's role at TruStage?

Brian Zhu is listed as Investment Operations Analyst at TruStage.

Where is Brian Zhu based?

Brian Zhu is based in Chicago, Illinois, United States while working with TruStage.

What companies has Brian Zhu worked for?

Brian Zhu has worked for Trustage, Alliantgroup, E*Trade From Morgan Stanley, Entrecorps | Consulting For Startups, and Illinois Business Consulting.

Who are Brian Zhu's colleagues at TruStage?

Brian Zhu's colleagues at TruStage include Catherine Balli, Christian Thomas, Ella Ramu, Deja Fowler, and Meghan Jackson.

How can I contact Brian Zhu?

You can use AeroLeads to view verified contact signals for Brian Zhu at TruStage, including work email, phone, and LinkedIn data when available.

What schools did Brian Zhu attend?

Brian Zhu holds Bachelor Of Arts - Ba, Economics, 3.87 from University Of Illinois Urbana-Champaign.

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