Commercial Portfolio Manager
Current
Jun 2023 - Present
AeroLeads people directory · profile
Simon Wu Email & Phone Number
Commercial Portfolio Manager
at
Eastern Bank
1 work email found
@citizensbank.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Commercial Portfolio Manager
Location
Greater Boston, United States, United States
Company size
Who is Simon Wu? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Simon Wu is listed as Commercial Portfolio Manager at Eastern Bank, a company with 1477 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at citizensbank.com and a matched LinkedIn profile for Simon Wu.
Simon Wu previously worked as Credit Analyst at Eastern Bank and Rollover Education Specialist at John Hancock. Simon Wu holds Entrepreneurship/Entrepreneurial Studies And Finance, Senior from Suffolk University.
Company email context
Email format at Eastern Bank
This section adds company-level context without repeating Simon Wu's masked contact details.
{first}.{last}@citizensbank.com
86% confidence
AeroLeads found 1 current-domain work email signal for Simon Wu. Compare company email patterns before reaching out.
Profile bio
About Simon Wu
Simon Wu is a Commercial Portfolio Manager at Eastern Bank. He possess expertise in customer service, microsoft excel, leadership, microsoft word, public speaking and 6 more skills.
Listed skills include Customer Service, Microsoft Excel, Leadership, Microsoft Word, and 7 others.
Current workplace
Simon Wu's current company
Company context helps verify the profile and gives searchers a useful next step.
Eastern Bank
10 roles
Simon Wu work experience
A career timeline built from the work history available for this profile.
Credit Analyst
Apr 2022 - Jun 2023
Rollover Education Specialist
Mar 2021 - Apr 2022
Licensed Relationship Banker
Facilitated investment needs to financial and wealth partners for clients with 500k+ net assets.Oversaw the operations and compliance standards with the daily functions of the team.Provided tailored meeting sessions with customers to identify their needs with solutions.
Jun 2019 - Mar 2021
Peer Mentor Leader
Coordinate and communicate effectively with mentors to increase involvement with mentee's first year of college experience. Provide academic and campus guidance to first-year college students.
Sep 2017 - May 2019
Sawyer Ambassador
Develop programs and projects to enhance business students' experiences on campus. Create strategic partnerships with external organizations and business for the Sawyer Business School.Direct a leadership platform team to enhance retainment in Suffolk organization and clubs.
Sep 2016 - May 2019
Peer Mentor
Assisted first-year Suffolk students with academic and social resources that are essential to their college experiences.
Sep 2016 - May 2017
Financial Representative Intern
Aug 2018 - Nov 2018
Intern At Federal Judge'S Office
Joseph Moakley Courthouse
Jul 2014 - Aug 2014
Intern At Global Mobility
Jul 2013 - Aug 2013
Team & coworkers
Colleagues at Eastern Bank
Other employees you can reach at easternbank.com. View company contacts for 1477 employees →
BW
Belicia Wilkinson
Colleague at Eastern Bank
Cambridge, Massachusetts, United States, United States
View →
KR
Kelly Rockwood
Colleague at Eastern Bank
Lynn, Massachusetts, United States, United States
View →
AH
Azer H.
Colleague at Eastern Bank
Greater Boston, United States
View →
AC
Alexandra Chakalis
Colleague at Eastern Bank
United States, United States
View →
AB
Ana Brito
Colleague at Eastern Bank
Everett, Massachusetts, United States, United States
View →
LM
Leigh Meyers
Colleague at Eastern Bank
Boston, Massachusetts, United States, United States
View →
EW
Eduard Whitson
Colleague at Eastern Bank
La Puente, California, United States, United States
View →
MR
Marie Russo
Colleague at Eastern Bank
Everett, Massachusetts, United States, United States
View →
KL
Keith Lusby
Colleague at Eastern Bank
Boston, Massachusetts, United States, United States
View →
PT
Patricia Turchinetz
Colleague at Eastern Bank
Greater Boston, United States
View →
Belicia Wilkinson
Colleague at Eastern Bank
Cambridge, Massachusetts, United States, United States
View →
KR
Kelly Rockwood
Colleague at Eastern Bank
Lynn, Massachusetts, United States, United States
View →
AH
Azer H.
Colleague at Eastern Bank
Greater Boston, United States
View →
AC
Alexandra Chakalis
Colleague at Eastern Bank
United States, United States
View →
AB
Ana Brito
Colleague at Eastern Bank
Everett, Massachusetts, United States, United States
View →
LM
Leigh Meyers
Colleague at Eastern Bank
Boston, Massachusetts, United States, United States
View →
EW
Eduard Whitson
Colleague at Eastern Bank
La Puente, California, United States, United States
View →
MR
Marie Russo
Colleague at Eastern Bank
Everett, Massachusetts, United States, United States
View →
KL
Keith Lusby
Colleague at Eastern Bank
Boston, Massachusetts, United States, United States
View →
PT
Patricia Turchinetz
Colleague at Eastern Bank
Greater Boston, United States
View →
1 education record
Simon Wu education
FAQ
Frequently asked questions about Simon Wu
Quick answers generated from the profile data available on this page.
What company does Simon Wu work for?
Simon Wu works for Eastern Bank.
What is Simon Wu's role at Eastern Bank?
Simon Wu is listed as Commercial Portfolio Manager at Eastern Bank.
What is Simon Wu's email address?
AeroLeads has found 1 work email signal at @citizensbank.com for Simon Wu at Eastern Bank.
Where is Simon Wu based?
Simon Wu is based in Greater Boston, United States, United States while working with Eastern Bank.
What companies has Simon Wu worked for?
Simon Wu has worked for Eastern Bank, John Hancock, Citizens Bank, Suffolk University, and Northwestern Mutual.
Who are Simon Wu's colleagues at Eastern Bank?
Simon Wu's colleagues at Eastern Bank include Belicia Wilkinson, Kelly Rockwood, Azer H., Alexandra Chakalis, and Ana Brito.
How can I contact Simon Wu?
You can use AeroLeads to view verified contact signals for Simon Wu at Eastern Bank, including work email, phone, and LinkedIn data when available.
What schools did Simon Wu attend?
Simon Wu holds Entrepreneurship/Entrepreneurial Studies And Finance, Senior from Suffolk University.
What skills is Simon Wu known for?
Simon Wu is listed with skills including Customer Service, Microsoft Excel, Leadership, Microsoft Word, Public Speaking, Microsoft Powerpoint, Microsoft Office, and Research.
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