Senior Equity Trader
Current
Mar 2018 - Present
AeroLeads people directory · profile
Simon Liu Email & Phone Number
Execution Master-Optimizing portfolios and helping high net worth individuals build confidence and wealth in retirement.
at
RVW Wealth
1 work email found
@rvwwealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Execution Master-Optimizing portfolios and helping high net worth individuals build confidence and wealth in retirement.
Location
Los Angeles, California, United States
Company size
Who is Simon Liu? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Simon Liu is listed as Execution Master-Optimizing portfolios and helping high net worth individuals build confidence and wealth in retirement. at RVW Wealth, a company with 9 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at rvwwealth.com and a matched LinkedIn profile for Simon Liu.
Simon Liu previously worked as Senior Equity Trader at Rvw Wealth and Portfolio Administrator at Harold Davidson & Associates, Inc.. Simon Liu holds Bachelor'S Degree, Finance And Business Management from West Chester University Of Pennsylvania.
Company email context
Email format at RVW Wealth
This section adds company-level context without repeating Simon Liu's masked contact details.
*@rvwwealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Simon Liu. Compare company email patterns before reaching out.
Profile bio
About Simon Liu
I’ve always enjoyed a fast-paced environment. I was a ski racer in college. Professionally, I’m an equities trader — a career position where smart, research-backed decisions must be made at a moment’s notice. Time-sensitive information must be shared and every day brings unique challenges. That’s the work environment I crave.I’ve worked at trading desks where I had discretionary authority on as little as $30 million in assets and as much as $6 billion. This experience with companies both mammoth and small has made me a well-rounded trader, able to learn the business through varying perspectives.I've worked in Trading and Operations at various highly regarded firms including: Bloomberg, New York Life Investment Management, Caxton Associates, Guggenheim Partners, and currently, RVW Wealth.I grew up in New Jersey and earned a double major in Finance and Business Management at West Chester University of Pennsylvania. During the winter time you will find me on many weekends skiing at Mammoth Mountain. During warmers months, I also enjoy playing tennis and I am an avid automobile enthusiast.
Listed skills include Bloomberg, Hedge Funds, Equities, Trading, and 28 others.
Current workplace
Simon Liu's current company
Company context helps verify the profile and gives searchers a useful next step.
Rvw Wealth
11 roles
Simon Liu work experience
A career timeline built from the work history available for this profile.
Portfolio Administrator
Harold Davidson & Associates, Inc.
Aug 2017 - Mar 2018
Operations Manager
Hcr Wealth Advisors
Aug 2016 - Aug 2017
Trader/Portfolio Analyst
Jul 2011 - Apr 2016
Trader/Operations Manager
Daat Asset Management
Dec 2009 - Jul 2011
Proprietary Trader
Self
Mar 2007 - Dec 2009
Equity Derivatives Trader
May 2004 - Apr 2007
Assistant Vice President Of Investments
Jan 2003 - Aug 2003
Operations Services Specialist
Oct 2001 - Jan 2003
Assistant Trader
Oct 1999 - Apr 2001
Fixed Income/Bond Support/Overnight Research Assistant
May 1999 - Oct 1999
Team & coworkers
Colleagues at RVW Wealth
Other employees you can reach at rvwwealth.com. View company contacts for 9 employees →
1 education record
Simon Liu education
FAQ
Frequently asked questions about Simon Liu
Quick answers generated from the profile data available on this page.
What company does Simon Liu work for?
Simon Liu works for RVW Wealth.
What is Simon Liu's role at RVW Wealth?
Simon Liu is listed as Execution Master-Optimizing portfolios and helping high net worth individuals build confidence and wealth in retirement. at RVW Wealth.
What is Simon Liu's email address?
AeroLeads has found 1 work email signal at @rvwwealth.com for Simon Liu at RVW Wealth.
Where is Simon Liu based?
Simon Liu is based in Los Angeles, California, United States while working with RVW Wealth.
What companies has Simon Liu worked for?
Simon Liu has worked for Rvw Wealth, Harold Davidson & Associates, Inc., Hcr Wealth Advisors, Pacific Financial Strategies, Inc., A Registered Investment Advisory Firm, and Daat Asset Management.
Who are Simon Liu's colleagues at RVW Wealth?
Simon Liu's colleagues at RVW Wealth include Morgan Vickers, Joseph Woods, and Paula Bears.
How can I contact Simon Liu?
You can use AeroLeads to view verified contact signals for Simon Liu at RVW Wealth, including work email, phone, and LinkedIn data when available.
What schools did Simon Liu attend?
Simon Liu holds Bachelor'S Degree, Finance And Business Management from West Chester University Of Pennsylvania.
What skills is Simon Liu known for?
Simon Liu is listed with skills including Bloomberg, Hedge Funds, Equities, Trading, Bloomberg Terminal, Investment Management, Options, and Asset Allocation.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Simon Liu you were looking for.
View similar profiles
