Richard Gu, Cfa
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Richard Gu, Cfa Email & Phone Number

Portfolio Management & Trading & Client Services Technology at The TCW Group
Location: San Marino, California, United States 3 work roles 2 schools
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Current company
Role
Portfolio Management & Trading & Client Services Technology
Location
San Marino, California, United States
Company size

Who is Richard Gu, Cfa? Overview

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Quick answer

Richard Gu, Cfa is listed as Portfolio Management & Trading & Client Services Technology at The TCW Group, a company with 533 employees, based in San Marino, California, United States. AeroLeads shows a matched LinkedIn profile for Richard Gu, Cfa.

Richard Gu, Cfa previously worked as Lead Product Owner at The Tcw Group and Product Owner at Western Asset Management. Richard Gu, Cfa holds Master Of Science - Ms, Civil Engineering from Caltech.

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Email format at The TCW Group

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The TCW Group

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Profile bio

About Richard Gu, Cfa

Versatile technology leader who has successfully held Product Management roles in OMS, trading, portfolio management, marketing, and client services at Trust Company of the West (TCW) and Western Asset Management (WAMCO)• TCW (1.5 years): adopting Blackrock Aladdin OMS with Azure/Snowflake data platform for portfolio management and trading while concurrently providing support to existing on-prem ecosystems for investment management to meet on-going growth demand• WAMCO (17-year): implemented portfolio management, OMS trading, client service, and marketing ecosystems running both on on-prem and in the cloudChartered Financial Analyst with in-depth knowledge of • Asset Classes: equities, fixed income bonds (Agency MBS, Non-agency RMBS, CMBS, ABS, CLO, Whole Loan, Credit, High Yield, Bank Loan, Foreign Sovereign, Treasury, Municipal, Money Market, and Emerging Market), and derivatives (F&O, Swaps, and FX)• Products: Insurance and SIG (Formerly ESG)• Vehicles: ETF and Mutual FundSixteen years of experience leading 24x6 asset management application support with deep knowledge of Front/Middle/Back office workflows. Resulted in near zero down time downtime of TCW order management systems, WAMCO order management systems, and nearly zero errors in client reporting with back-office accounting dataSeasoned hands-on professional, with expertise at the intersection of data science (SQL and Python) and strategic decision-making (Product Management)

Current workplace

Richard Gu, Cfa's current company

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The TCW Group
The Tcw Group
Portfolio Management & Trading & Client Services Technology
los angeles, california, united states
Website
Employees
533
AeroLeads page
3 roles

Richard Gu, Cfa work experience

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Lead Product Owner

Current

Los Angeles, California, United States

Improved the scalability of proprietary trading platform, enabling trading desk to fast track orders to the market with on-going growth demand. Resulted in average compliance runtime improved by 51% while daily trading volume went up 68%. Automated trading with Bloomberg EMSX and TRUMID, providing trade room with access to more liquidity. Enabled rates.

Mar 2023 - Present

Product Owner

United States

2019 - 2023, Product Owner IV, Client Services & MarketingLed agile teams in product manager role to build cloud-based client data platform to pipe governed accounting data and cohesive investment management data into client reporting. Managed client reporting and presentation team with the responsibility of the entire product life cycle from strategy to.

Feb 2006 - Mar 2023

Project Engineer

Pasadena, California, United States

Contributed to the first generation of earthquake monitoring solution for nuclear power plants

Aug 1996 - Feb 2006
Team & coworkers

Colleagues at The TCW Group

Other employees you can reach at tcw.com. View company contacts for 533 employees →

2 education records

Richard Gu, Cfa education

Master Of Science - Ms, Civil Engineering

FAQ

Frequently asked questions about Richard Gu, Cfa

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What company does Richard Gu, Cfa work for?

Richard Gu, Cfa works for The TCW Group.

What is Richard Gu, Cfa's role at The TCW Group?

Richard Gu, Cfa is listed as Portfolio Management & Trading & Client Services Technology at The TCW Group.

Where is Richard Gu, Cfa based?

Richard Gu, Cfa is based in San Marino, California, United States while working with The TCW Group.

What companies has Richard Gu, Cfa worked for?

Richard Gu, Cfa has worked for The Tcw Group, Western Asset Management, and Kinemetrics, Inc..

Who are Richard Gu, Cfa's colleagues at The TCW Group?

Richard Gu, Cfa's colleagues at The TCW Group include Hal Gillis, Charlie Ball, Dolores Talamantes, Max Ziyu, and Kimberlina Ito.

How can I contact Richard Gu, Cfa?

You can use AeroLeads to view verified contact signals for Richard Gu, Cfa at The TCW Group, including work email, phone, and LinkedIn data when available.

What schools did Richard Gu, Cfa attend?

Richard Gu, Cfa holds Master Of Science - Ms, Civil Engineering from Caltech.

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