Corient
Haiming (Iris) Wu is an accomplished financial professional with extensive experience in financial reporting and accounting. Currently serving as Financial Reporting Manager at Corient since July 2023 and at Portola Partners since January 2020, Haiming has demonstrated expertise in budgeting, forecasts, bookkeeping, payroll, and financial statement preparation. Previous positions include Financial Reporting Manager at Brownson, Rehmus & Foxworth and Tax Accountant at Mok Accountancy Corporation, where Haiming handled payroll processing, tax returns, and client consulting. Haiming also possesses experience as a Forensic Accountant at AlixPartners, focusing on compliance investigations and internal audit program design. Haiming holds a Master's degree in Accounting from Golden Gate University and a Bachelor's degree in Business Administration from Iowa Wesleyan College.
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Corient
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Corient combines the service, creativity, and objective advice of a boutique with the power of experienced advisors, extensive capabilities, and custom-built strategies to create a differentiated wealth experience. Corient is one of the largest integrated RIAs in the United States—with advisors across the country who have knowledge spanning the full spectrum of planning, investing, and money management disciplines. And, as fee-only fiduciaries, we are duty-bound to put you first.