Simon Liu Email and Phone Number
Simon Liu work email
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Simon Liu personal email
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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.
Rvw Wealth
View- Website:
- rvwwealth.com
- Employees:
- 9
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Senior Equity TraderRvw Wealth Mar 2018 - PresentGreater Los Angeles Area -
Portfolio AdministratorHarold Davidson & Associates, Inc. Aug 2017 - Mar 2018Greater Los Angeles Area
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Operations ManagerHcr Wealth Advisors Aug 2016 - Aug 2017Greater Los Angeles Area
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Trader/Portfolio AnalystPacific Financial Strategies, Inc., A Registered Investment Advisory Firm Jul 2011 - Apr 2016Greater Los Angeles Area -
Trader/Operations ManagerDaat Asset Management Dec 2009 - Jul 2011Westlake Village, Ca
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Proprietary TraderSelf Mar 2007 - Dec 2009Greater Los Angeles Area
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Equity Derivatives TraderGuggenheim Partners May 2004 - Apr 2007Santa Monica, Ca -
Assistant Vice President Of InvestmentsGlobal Access Investment Advisor, Llc Jan 2003 - Aug 2003New York, Ny -
Operations Services SpecialistCaxton Associates, Llc Oct 2001 - Jan 2003Princeton, Nj -
Assistant TraderNew York Life Investments Oct 1999 - Apr 2001New York, Ny -
Fixed Income/Bond Support/Overnight Research AssistantBloomberg May 1999 - Oct 1999Princeton, Nj
Simon Liu Skills
Simon Liu Education Details
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Finance And Business Management
Frequently Asked Questions about Simon Liu
What company does Simon Liu work for?
Simon Liu works for Rvw Wealth
What is Simon Liu's role at the current company?
Simon Liu's current role is Execution Master-Optimizing portfolios and helping high net worth individuals build confidence and wealth in retirement..
What is Simon Liu's email address?
Simon Liu's email address is sk****@****ail.com
What schools did Simon Liu attend?
Simon Liu attended West Chester University Of Pennsylvania.
What skills is Simon Liu known for?
Simon Liu has skills like Bloomberg, Hedge Funds, Equities, Trading, Bloomberg Terminal, Investment Management, Options, Asset Allocation, Fixed Income, Asset Management, Securities, Alternative Investments.
Who are Simon Liu's colleagues?
Simon Liu's colleagues are Paula Bears, Morgan Vickers, Joseph Woods.
Not the Simon Liu you were looking for?
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Simon Liu
Product Lead @ Healthera | Master Of Financial Engineering @ Cornell UniversityNew York, Ny1groupon.com
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