Directory
>
Annie Xu
Annie Xu
Assistant Vice President / Loan Portfolio Officer | Wells Fargo Private Bank
United States
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.
Annie Xu
Work Experience
Vice President, Lead Wealth Underwriter at
Wells Fargo Private Bank
March 2023 - Present
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
********@eastwestbank.com
****@wellsfargo.com
Colleagues
Brokerage Representative/Money Market Trader
Advisor
National Sales Director- Mgd Accounts
Senior Vice President
Associate
Senior Trust Advisor- Senior Vice President
Attorney
Attorney
Vice President, Wealth Management Advisor
Account Planner