What is Allan Gu email address?

Allan Gu's primary email address is ********@schwab.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Allan Gu work for?

Allan Gu is a Project Manager at Charles Schwab.

Where Allan Gu graduated from?

Allan Gu holds a degree in null from CFA Institute.

How can I directly contact Allan Gu?

To contact Allan Gu directly, you can use the email address ********@schwab.com. Complete contact information is available upon registration with Muraena.

Who is Allan Gu?

Allan Gu is a seasoned Vice President and Financial Consultant at Charles Schwab, specializing in financial solutions for Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients. With a strong background in managing substantial investment portfolios, he has a proven track record of raising significant new assets and providing tailored financial advice. His bilingual skills in English and Chinese enhance his client interactions, allowing him to connect with a diverse clientele. Allan's expertise spans project management, cross-selling, and fixed income planning, reflecting his comprehensive understanding of the financial landscape. He has received multiple accolades, including being a seven-time President Club winner, underscoring his commitment to excellence in client service. Allan's educational background includes a BA from Queens College and he is a Level III Candidate at CFA Institute, indicating his dedication to ongoing professional development. He is known for his ability to adapt to changing market conditions and client needs, making him a valuable asset in the financial consulting arena.