Alex Wu has a diverse work experience, starting as a Data Science Consultant at Third Point LLC in 2017. They then worked as Cross Asset Structuring at JPMorgan Chase & Co. from 2018 to 2019. After that, they joined SurveyMonkey, where they held various roles in GTM Strategic Finance from 2019 to 2021. Alex Wu then worked at Pilot.com as Lead Principal, Finance and Strategy (CFO Services) from 2021 to 2022. They also held roles at Bessemer Venture Partners, South Park Commons, Pear VC, Rillet, OpStart, and currently at CFO Advisors, where they are the Managing Partner.
Alex Wu has a Master of Business Administration (MBA) from Stanford University Graduate School of Business and a Honors Business Administration degree from Ivey Business School at Western University. Additionally, Alex has obtained Series 7 and 63 certifications from FINRA in 2018 and a Canadian Securities Course Honors certification from CSI Global Education Inc. in May 2014.
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