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Claudia Wu Email & Phone Number

Financial Services and Insurance Sales Professional at RAY WU & COMPANY
Location: Basking Ridge, New Jersey, United States 5 work roles 2 schools
1 work email found @optonline.net 4 phones found area 646 and 908 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email c****@optonline.net
Direct phone (646) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
RAY WU & COMPANY
Role
Financial Services and Insurance Sales Professional
Location
Basking Ridge, New Jersey, United States

Who is Claudia Wu? Overview

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Quick answer

Claudia Wu is listed as Financial Services and Insurance Sales Professional at RAY WU & COMPANY, based in Basking Ridge, New Jersey, United States. AeroLeads shows a work email signal at optonline.net, phone signal with area code 646, 908, and a matched LinkedIn profile for Claudia Wu.

Claudia Wu previously worked as Financial Services and Insurance Sales at Ray Wu & Company and Financial Manager at White Mountain Group, Inc.. Claudia Wu studied at Avtech Institute Of Technology.

Company email context

Email format at RAY WU & COMPANY

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cwu@optonline.net
76% confidence

AeroLeads found 1 current-domain work email signal for Claudia Wu. Compare company email patterns before reaching out.

Profile bio

About Claudia Wu

Highly organized and detail-oriented financial services professional, providing thorough and skillful administrative support to senior executives.Dedicated and focused; able to prioritize and complete multiple tasks and follow through to achieve project goals.Independent and self-motivated professional who works well under pressure, possess exceptional analytical skills in decision making and problem resolution. Excel in positions of responsibility and leadership; a team player with a proven record of dependability, enthusiasm and high sense of integrity.Adaptable to various situations and to different types of people while building rapport.

Listed skills include Journal Entries, Income Tax, Tax Preparation, Tax Returns, and 23 others.

Current workplace

Claudia Wu's current company

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RAY WU & COMPANY
Ray Wu & Company
Financial Services and Insurance Sales Professional
5 roles

Claudia Wu work experience

A career timeline built from the work history available for this profile.

Financial Services And Insurance Sales

Current
Ray Wu & Company

New York

- President/owner of a firm that provides financial advice and a wide range of professional services. - Nurture and develop business relationships and provide extended financial services to clients. - Manage the books and payroll of several extremely popular and successful Chinese restaurants. - Provide tax preparation services for both individuals and corporations.- Recommended and sold New York Life Insurance Company’s insurance, financial, long-term care, annuity, and medical insurance products to help safeguard clients’ personal, familial wealth and financial well being.

Jan 1988 - Present

Financial Manager

Bedminster, Nj

- Performed and managed factoring of receivables to financial partners.- Responsible for and performed all billing, collecting, and application of accounts receivables.- Managed and carried out all vendor and supplier relationship functions and account reconciliation.- Performed and managed all bank functions such as deposits, wires, Line of Credit, and ACH bill payments.- Determined and disbursed sales compensation and commissions.- Provided reports on a daily and weekly basis including the “Accounts Receivables Summary”, “Cross Inventory Report”, and “Profit and Loss Reports”. - Interacted with the CPA and provided requested information.- Inputed, reflected, and reconciled all activity into QuickBooks

Oct 2011 - Oct 2015

Accounts Payable Manager

American Business Process

Greenbrook, Nj

- Effected and managed the accounts payables department for Mechanical Degrees (corporate) and 5 operating subsidiaries. - Cleared processing backlog of six+ months in three weeks after being hired.- Re-connected with disconnected vendors and established viable working and amicable relationships.- Researched vendor statements and completed comparison analysis against financial system records.- Established credibility and trustworthiness with vendor collections agents.- Provided reports for the accountants.- Assisted in monthly and year-end closings.- Managed and effected credit card receipts and reconcilements.- Audited and oversaw expense reporting and general ledger coding.- Reconciled projects as well as accounting and retainage issues.

Sep 2008 - May 2009

Financial Analyst – Facilities/Cafeteria

Basking Ridge, Nj

- Prepared payroll for facilities and cafeteria personnel.- Prepared invoice and quoted issuance- Performed and prepared financial reporting and financial services for accounts payable as well as accounts receivables statements.- Prepared and performed daily bank receipts deposits- Prepared budgetary forecasting estimates.- Assisted district manager as needed.- Managed, tracked, and reported on the staff attendance of facilities personnel.

Feb 2006 - Sep 2008

Accounting Manager

Rutherford, Nj

- Managed accounting department that performed accounts receivables, accounts payable, credit and collections. - Restructured and re-organized the entire accounting department, system and processes to gain enhanced efficiencies and reporting.- Provided a level of effectiveness not previously demonstrated.

Jan 1986 - Jan 1988
2 education records

Claudia Wu education

Education record

Avtech Institute Of Technology

Completed numerous courses to further develop proficiency in Microsoft Office 2007 Users Specialist “Cert. 2010”, Accounting principles.

Bachelor Of Arts (B.A.), Economics

With a concentration in Economic Theory, Accounting, Business Law and Management

FAQ

Frequently asked questions about Claudia Wu

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

What company does Claudia Wu work for?

Claudia Wu works for RAY WU & COMPANY.

What is Claudia Wu's role at RAY WU & COMPANY?

Claudia Wu is listed as Financial Services and Insurance Sales Professional at RAY WU & COMPANY.

What is Claudia Wu's email address?

AeroLeads has found 1 work email signal at @optonline.net for Claudia Wu at RAY WU & COMPANY.

What is Claudia Wu's phone number?

AeroLeads has found 4 phone signal(s) with area code 646, 908 for Claudia Wu at RAY WU & COMPANY.

Where is Claudia Wu based?

Claudia Wu is based in Basking Ridge, New Jersey, United States while working with RAY WU & COMPANY.

What companies has Claudia Wu worked for?

Claudia Wu has worked for Ray Wu & Company, White Mountain Group, Inc., American Business Process, Aramark, and Lindenmeyr Munroe.

How can I contact Claudia Wu?

You can use AeroLeads to view verified contact signals for Claudia Wu at RAY WU & COMPANY, including work email, phone, and LinkedIn data when available.

What schools did Claudia Wu attend?

Claudia Wu studied at Avtech Institute Of Technology.

What skills is Claudia Wu known for?

Claudia Wu is listed with skills including Journal Entries, Income Tax, Tax Preparation, Tax Returns, Quickbooks, Account Reconciliation, Bookkeeping, and Accounting.

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