Andrew Lieu, Cfp
Since 2010, I have served as a Family CFO (Chief Financial Officer) for high net worth families, with... | New York, New York, United States
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Andrew Lieu, Cfp’s Emails an****@ro****.com
Andrew Lieu, Cfp’s Phone Numbers No phone number available.
Social Media
Andrew Lieu, Cfp’s Location New York, New York, United States
Andrew Lieu, Cfp’s Expertise Since 2010, I have served as a Family CFO (Chief Financial Officer) for high net worth families, with the aim of providing peace of mind to my clients by - Implementing a value-driven, time-tested approach to investment management. - Attending to my clients’ life decisions with wisdom, diligence, and insight. - Serving as a financial concierge, applying expertise across a wide range of areas.- Analyzed company financial statements to identify opportunities for synergistic transactions - Developed hedging strategies for Fortune 500 corporate - Coordinated with Citi Investment Banking and Trading teams to efficiently hedge internal risk.
Andrew Lieu, Cfp’s Current Industry Roundview Capital, LLC
Andrew
Lieu, Cfp’s Prior Industry
Citigroup - Capital Markets and Investment Banking
|
Roundview Capital, LLC
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Work Experience
Roundview Capital, LLC
Principal
Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Citigroup - Capital Markets and Investment Banking
Financial Analyst
Sat Jul 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jun 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Andrew Lieu, Cfp Email Addresses
FAQ About Andrew Lieu, Cfp
-
Andrew Lieu, Cfp is located at
New York, New York, United States -
Andrew Lieu, Cfp is a
Since 2010, I have served as a Family CFO (Chief Financial Officer) for high net worth families, with the aim of providing peace of mind to my clients by - Implementing a value-driven, time-tested approach to investment management. - Attending to my clients’ life decisions with wisdom, diligence, and insight. - Serving as a financial concierge, applying expertise across a wide range of areas.- Analyzed company financial statements to identify opportunities for synergistic transactions - Developed hedging strategies for Fortune 500 corporate - Coordinated with Citi Investment Banking and Trading teams to efficiently hedge internal risk. Roundview Capital, LLC -
Andrew Lieu, Cfp currently works in the
Roundview Capital, LLC -
Andrew Lieu, Cfp specializes in
Since 2010, I have served as a Family CFO (Chief Financial Officer) for high net worth families, with the aim of providing peace of mind to my clients by - Implementing a value-driven, time-tested approach to investment management. - Attending to my clients’ life decisions with wisdom, diligence, and insight. - Serving as a financial concierge, applying expertise across a wide range of areas.- Analyzed company financial statements to identify opportunities for synergistic transactions - Developed hedging strategies for Fortune 500 corporate - Coordinated with Citi Investment Banking and Trading teams to efficiently hedge internal risk. -
Andrew Lieu, Cfp speaks the following languages:
No languages available. -
Andrew Lieu, Cfp has prior experience in the following industries:
Roundview Capital, LLC , Citigroup - Capital Markets and Investment Banking -
Andrew Lieu, Cfp has the following professional experience:
Roundview Capital, LLC , Citigroup - Capital Markets and Investment Banking . -
You can view Andrew Lieu, Cfp’s
LinkedIn profile at LinkedIn URL. -
Andrew Lieu, Cfp’s work email addresses are
[email protected] . -
Andrew Lieu, Cfp works at
Roundview Capital, LLC
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