Tan Xu
Vice President at 优脉财富汇（Youmywealth）
📍 China
Tan Xu is the Vice President at 优脉财富汇 (Youmywealth), leveraging over a decade of investment experience. A CFA charterholder with a PhD, his expertise is backed by senior roles, including Deputy Director of Investments at Bosera Asset Management and Head of Risk Management at INVESCO Greatwall Fund Management.
He is the author of the book "Stock Investing Handbook: A Complete Guide to Investment Products, Analytical Methods and Investment Strategies. "
Read the full overview →Experience
20 Years
Current Role
Vice President
Job Level
Senior
Location
China
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Tan cares about
Investment Strategies
Authored a comprehensive book on investment products, analytical methods, and investment strategies, indicating deep expertise in this area.
Quantitative Analysis
His career foundation includes a role as a Quantitative Analyst, highlighting a data-driven approach to finance.
Career
Work history
9-2019
Vice President
优脉财富汇（Youmywealth）
1-2018 - 9-2019
Deputy Director of Investments
Bosera Asset Management Co.
9-2011 - 12-2017
Head of Risk Management
INVESCO Greatwall Fund Management Co.
12-2005 - 9-2011
Quantitative Analyst
BB&T
In the press
Media appearances
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Education
Tan has no verified education history
Social presence
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