Jackie (Xuan) Liu, CFA, MBA
infrastructure investments calstrs@ CalSTRS
San Francisco, California, United States
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Jackie (Xuan) Liu, CFA, MBA is an experienced investment and portfolio manager with 17.8 years of work experience. She has a strong background in real assets investing, portfolio management, and strategy. Jackie has worked in various companies, including Recurrent Energy Co. (r) and Canadian Solar Inc. She is skilled in financial modeling, due diligence, and alternative investments. Jackie is a graduate of the University of California, Berkeley, Haas School of Business. She is currently based in San Francisco, California.
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Emails and Phone Numbers

@gmail.com
@earthlink.net
@calstrs.com
@earthlink.net
+1 916414****
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About

Experienced investment and portfolio manager with a demonstrated history of working in the renewables and investment management industry. Skilled in real assets investing, portfolio management and strategy. Strong finance professional graduated from University of California, Berkeley, Haas School of Business.

Work Experience

100 Waterfront Place, West Sacramento, CA, 95605, US

Government Administration

932
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Jackie (Xuan) Liu, CFA, MBA's Professional Milestones

  • Manager, Risk And Investment Management (2017-02-01~2018-04-01): Creating a comprehensive risk management framework to protect clients and minimize risk for their investment portfolio.
  • Associate (2009-09-01~2011-08-01): Assisted with administrative tasks, ensuring a smooth and effective work environment for all employees.
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Education

Concordia University
Concordia University

Finance,

Master Of Science,

Masters

2003-2005
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