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@gpsinvestment.com
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10 phones found area 415, 510, and 530
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LinkedIn matched
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Daniel Wu is listed as Founder and CEO at Onvest at Onvest LLC, based in San Francisco, California, United States. AeroLeads shows a work email signal at gpsinvestment.com, phone signal with area code 415, 510, 530, and a matched LinkedIn profile for Daniel Wu.
Daniel Wu previously worked as Founder and CEO at Onvest Llc and Founder and CEO at Pair Lending. Daniel Wu holds Technical Analysis And Behavioral Finance from Golden Gate University.
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AeroLeads found 1 current-domain work email signal for Daniel Wu. Compare company email patterns before reaching out.
A business owner and entrepreneur in the financial investment industry. I am partner and co-founder of GPS Capital Management, LLC. An SEC registered investment advisory firm. Chartered Market Technician, a true believer in chart reading and analysis.GPS provides portfolio management and focuses on investment Guidance, Performance and Services for investors.Oversight investment strategies, model portfolio design, design procedures and policies for portfolio investment, trading and risk management.Create and manage GPS hedge fund and GPS mutual fund.Track portfolio performance, refine and optimize model portfolios.Involved with marketing, sale process, client acquisition and relationship building.Leveraging technologies to improve overall firm level productivity and efficiency.Identify and execute actionable business ideas to growth revenue, client base and profitability.Expertise in Technical Analysis, options, equity, commodity and futures trading.Proficient in economic, equity, Business research and analysis.Configure, Decode, Devise and develop trading and investment portfolio systems.Designation: CMT (Chartered Market Technician)FINRA series 65, 3, life insurance; former NASD series 7, 9, 10, 63.
Listed skills include Investments, Portfolio Management, Equities, Mutual Funds, and 28 others.
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Onvest is a robo advisor specializes in equities, financial market analysis, trading, ETFs, investment modeling, financial engineering, and risk management.
Pair Lending is a robo advisor specializes in fixed income products, consumer lending, P2P platforms and risk management. Currently registered as an investment adviser.
Assist clients with financial planning and wealth management.
Chief Investment Officer, co-Founder, partner and principal of GPS Capital Management, LLC.Oversight investment strategies, model portfolio design, design procedures and policies for portfolio investment, trading and risk management.Establish and manage GPS hedge fund, and mutual fund.Manage client asset with proprietary investment solutions; such as GPS.
Westlake, Texas, US
Managed equity portfolios for high net worth clients.Assisted and supported firm's NASD branches with attracting new high net worth private clients into our portfolio management from competition.
Westlake, Texas, US
Manage a team of brokers to service individual active trades who actively engage the stock and option market on an very active basis.Configure trading system to automate research and trading for active traders.Trained, grew and managed a team of registered FINRA brokers to serve active trading clients who represented $2 billion of asset and 10% of total.
Researched and analyzed companies, industry trends and macro economic data of US and China. Conducted research to assist manager to facilitate technology transfer from US to China.Assisted private fund manager of GSI (Global Situation Investment) to research on oil and gas industry. Visited high level executives of companies in the investment portfolio to.
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Daniel Wu works for Onvest LLC.
Daniel Wu is listed as Founder and CEO at Onvest at Onvest LLC.
AeroLeads has found 1 work email signal at @gpsinvestment.com for Daniel Wu at Onvest LLC.
AeroLeads has found 10 phone signal(s) with area code 415, 510, 530 for Daniel Wu at Onvest LLC.
Daniel Wu is based in San Francisco, California, United States while working with Onvest LLC.
Daniel Wu has worked for Onvest Llc, Pair Lending, Strait And Sound Wealth Management, Llc, Gps Capital Management, Llc, and Charles Schwab.
You can use AeroLeads to view verified contact signals for Daniel Wu at Onvest LLC, including work email, phone, and LinkedIn data when available.
Daniel Wu holds Technical Analysis And Behavioral Finance from Golden Gate University.
Daniel Wu is listed with skills including Investments, Portfolio Management, Equities, Mutual Funds, Wealth Management, Trading, Investment Strategies, and Hedge Funds.
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