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Annie Xu

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Annie Xu

Assistant Vice President / Loan Portfolio Officer | Wells Fargo Private Bank

United States

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Annie Xu

Summary

Annie Xu is a seasoned financial professional with extensive experience in wealth underwriting and portfolio management. Currently serving as Vice President and Lead Wealth Underwriter at Wells Fargo Private Bank, she has built a robust career in the banking industry, having held various leadership roles over the past two decades. Annie's expertise spans across multiple financial institutions, where she has consistently demonstrated her ability to manage complex financial portfolios and lead teams effectively. With an MBA in Management Information Systems, she combines her financial acumen with a strong understanding of technology's role in banking. Annie is passionate about mentoring emerging leaders in the finance sector and is committed to fostering innovation within her teams. Her career reflects a dedication to excellence and a strategic approach to wealth management. Outside of work, she enjoys exploring the intersection of finance and technology, looking for ways to enhance client experiences through digital solutions.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Annie Xu

Work Experience

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Vice President, Lead Wealth Underwriter at

Wells Fargo Private Bank

March 2023 - Present

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Annie Xu

Education

California State University-East Bay - School of Business and Economics, Master of Business Administration (MBA), Management Information Systems, General

January 1998 - January 2000

Frequently Asked Questions about Annie Xu

What is Annie Xu email address?

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

What company does Annie Xu work for?

Annie Xu is a Assistant Vice President / Loan Portfolio Officer at Wells Fargo Private Bank.

Where Annie Xu graduated from?

Annie Xu holds a degree in null from California State University-East Bay - School of Business and Economics.

How can I directly contact Annie Xu?

To contact Annie Xu directly, you can use the email address ********@eastwestbank.com. Complete contact information is available upon registration with Muraena.

Who is Annie Xu?

Annie Xu is a seasoned financial professional with extensive experience in wealth underwriting and portfolio management. Currently serving as Vice President and Lead Wealth Underwriter at Wells Fargo Private Bank, she has built a robust career in the banking industry, having held various leadership roles over the past two decades. Annie's expertise spans across multiple financial institutions, where she has consistently demonstrated her ability to manage complex financial portfolios and lead teams effectively. With an MBA in Management Information Systems, she combines her financial acumen with a strong understanding of technology's role in banking. Annie is passionate about mentoring emerging leaders in the finance sector and is committed to fostering innovation within her teams. Her career reflects a dedication to excellence and a strategic approach to wealth management. Outside of work, she enjoys exploring the intersection of finance and technology, looking for ways to enhance client experiences through digital solutions.

Annie`s contact details

mail

********@eastwestbank.com

****@wellsfargo.com

Colleagues

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Lee Anderson

Brokerage Representative/Money Market Trader

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Kevin Schultz

National Sales Director- Mgd Accounts

Deborah White

Senior Vice President

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Navid Tofigh

Associate

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Sally Fusco

Senior Trust Advisor- Senior Vice President

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Julie Wolf

Attorney

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Gina Sinon

Attorney

Glenn Caldwell

Vice President, Wealth Management Advisor

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Stephen Wehr

Account Planner

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