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Kathy Wu

Analyst

473 followers

Sydney, New South Wales, Australia

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Timeline
About me
COO @ GCQ Funds Management Pty Ltd | Strategy & Operations | Early Stage Investing | Family Office Investment Advisory | Future Tech Believer | #BeTheChange
Education
- Stevens Institute of Technology
  2002 - 2006
  Bachelor of Science (B.S.) Business Administration and Management, General
Experience
- Morgan Stanley
  Jul 2006 - Apr 2007
  Analyst
- Morgan Stanley UK Ltd
  Apr 2007 - Oct 2008
  Associate
- Morgan Stanley
  Nov 2008 - Jul 2021
  Private Wealth Management
  - Vice President
    Jan 2017 - Jul 2021
  - Director
    Jan 2013 - Jan 2017
  - Associate
    Nov 2008 - Jan 2013
- GCQ Funds Management Pty Ltd
  Nov 2021 - now
  Chief Operating Officer
Licenses & Certifications
- CFA Level 1 Candidate
  CFA Institute
  Jun 2013
Volunteer Experience
- Volunteer
  Issued by "Guiding Angel" English Learning Program on Apr 2010
  Associated with Kathy Wu