Tingting (Zoe) Liu, Cfa

Tingting (Zoe) Liu, Cfa Email and Phone Number

Portfolio Management and Operations Manager @ Pointwealth Capital Management
16130 VENTURA BLVD,
Tingting (Zoe) Liu, Cfa's Location
Los Angeles, California, United States, United States
About Tingting (Zoe) Liu, Cfa

• Performance-driven, detail-oriented, team player • 5 years of academic experience in finance+10 years work experience in wealth management • Proficient in Financial Modeling, Valuation, Portfolio Management and Market Research• Familiar with C++, SQL and VBA

Tingting (Zoe) Liu, Cfa's Current Company Details
Pointwealth Capital Management

Pointwealth Capital Management

View
Portfolio Management and Operations Manager
16130 VENTURA BLVD,
Website:
PointwealthCM.com
Employees:
4
Tingting (Zoe) Liu, Cfa Work Experience Details
  • Pointwealth Capital Management
    Portfolio Management And Operations Manager
    Pointwealth Capital Management
    Los Angeles, Ca, Us
    View
  • Pointwealth Capital Management
    Portfolio Management/Operations Manager
    Pointwealth Capital Management Nov 2017 - Present
    Zoe Liu is a Registered Administrative Associate with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Pointwealth Capital Management, a Registered Investment Advisor and separate entity from LPL Financial.
  • Nfp
    Financial Analyst
    Nfp Jan 2014 - Jul 2016
    New York, New York, Us
    • Coordinate with clients and design customized investment strategies with stocks, bonds, mutual funds, ETF’s, alternative investments and annuities.• Analyze various financial portfolios to ensure achievement of client’s target• Manage all invoices and prepare monthly reports for clients• Maintain effective business relationships with high-net-worth clients and wholesalers.
    View
  • Keller & Associates, Llp
    Accounting Assistant
    Keller & Associates, Llp Jul 2013 - Aug 2013

Tingting (Zoe) Liu, Cfa Skills

Microsoft Office Powerpoint Microsoft Excel Microsoft Word Data Analysis Research Photoshop Customer Service Social Media Financial Analysis Chinese Outlook Access C++

Tingting (Zoe) Liu, Cfa Education Details

  • Pepperdine Graziadio Business School
    Pepperdine Graziadio Business School
    Master Of Science In Applied Finance
  • University Of Southern California
    University Of Southern California
    Business Administration

Frequently Asked Questions about Tingting (Zoe) Liu, Cfa

What company does Tingting (Zoe) Liu, Cfa work for?

Tingting (Zoe) Liu, Cfa works for Pointwealth Capital Management

What is Tingting (Zoe) Liu, Cfa's role at the current company?

Tingting (Zoe) Liu, Cfa's current role is Portfolio Management and Operations Manager.

What schools did Tingting (Zoe) Liu, Cfa attend?

Tingting (Zoe) Liu, Cfa attended Pepperdine Graziadio Business School, University Of Southern California.

What are some of Tingting (Zoe) Liu, Cfa's interests?

Tingting (Zoe) Liu, Cfa has interest in Human Rights, Animal Welfare, Science And Technology, Economic Empowerment.

What skills is Tingting (Zoe) Liu, Cfa known for?

Tingting (Zoe) Liu, Cfa has skills like Microsoft Office, Powerpoint, Microsoft Excel, Microsoft Word, Data Analysis, Research, Photoshop, Customer Service, Social Media, Financial Analysis, Chinese, Outlook.

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