Simon Liu

Simon Liu Email and Phone Number

Execution Master-Optimizing portfolios and helping high net worth individuals build confidence and wealth in retirement. @ RVW Wealth
los angeles, california, united states
Simon Liu's Location
Los Angeles, California, United States, United States
Simon Liu's Contact Details

Simon Liu personal email

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.

Simon Liu's Current Company Details
RVW Wealth

Rvw Wealth

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Execution Master-Optimizing portfolios and helping high net worth individuals build confidence and wealth in retirement.
los angeles, california, united states
Website:
rvwwealth.com
Employees:
9
Simon Liu Work Experience Details
  • Rvw Wealth
    Senior Equity Trader
    Rvw Wealth Mar 2018 - Present
    Greater Los Angeles Area
  • Harold Davidson & Associates, Inc.
    Portfolio Administrator
    Harold Davidson & Associates, Inc. Aug 2017 - Mar 2018
    Greater Los Angeles Area
  • Hcr Wealth Advisors
    Operations Manager
    Hcr Wealth Advisors Aug 2016 - Aug 2017
    Greater Los Angeles Area
  • Pacific Financial Strategies, Inc., A Registered Investment Advisory Firm
    Trader/Portfolio Analyst
    Pacific Financial Strategies, Inc., A Registered Investment Advisory Firm Jul 2011 - Apr 2016
    Greater Los Angeles Area
  • Daat Asset Management
    Trader/Operations Manager
    Daat Asset Management Dec 2009 - Jul 2011
    Westlake Village, Ca
  • Self
    Proprietary Trader
    Self Mar 2007 - Dec 2009
    Greater Los Angeles Area
  • Guggenheim Partners
    Equity Derivatives Trader
    Guggenheim Partners May 2004 - Apr 2007
    Santa Monica, Ca
  • Global Access Investment Advisor, Llc
    Assistant Vice President Of Investments
    Global Access Investment Advisor, Llc Jan 2003 - Aug 2003
    New York, Ny
  • Caxton Associates, Llc
    Operations Services Specialist
    Caxton Associates, Llc Oct 2001 - Jan 2003
    Princeton, Nj
  • New York Life Investments
    Assistant Trader
    New York Life Investments Oct 1999 - Apr 2001
    New York, Ny
  • Bloomberg
    Fixed Income/Bond Support/Overnight Research Assistant
    Bloomberg May 1999 - Oct 1999
    Princeton, Nj

Simon Liu Skills

Bloomberg Hedge Funds Equities Trading Bloomberg Terminal Investment Management Options Asset Allocation Fixed Income Asset Management Securities Alternative Investments Trading Systems Equity Trading Portfolio Management Etfs Investment Advisory Derivatives Investments Bonds Wealth Management Excel Mutual Funds Equity Derivatives Advent Axys Advent Moxy Series 65 Operations Management Charles Schwab Institutional Td Ameritrade Institutional Morningstar Office Tamarac

Simon Liu Education Details

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.

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