Alan Liu

Alan Liu is a seasoned professional with extensive experience in the financial services industry, particularly in wealth management technology and fund administration. At Morgan Stanley, Alan served as a Senior Consultant, focusing on integrating E*Trade order flows into the firm's ecosystem. Previous roles include Fund Administration Supervisor and Senior Fund Administrator at HSBC Securities, where responsibilities included ensuring compliance and overseeing a team of accountants. Alan also held significant positions at State Street and JPMorgan Chase & Co., leading various projects such as SAP GL integration and financial report onboarding. Most recently, Alan has been a Senior Business Analyst at The Citco Group Limited, specializing in loan services within the Product team. Alan holds a degree from Stockton University.