Venna Xu

Venna Xu, CFA, is a Global Investor Relations professional with extensive experience in financial services. They began their career at Merrill Lynch as a Financial Advisor, where they successfully generated $4 million in revenue within six months and achieved an annualized portfolio growth of 6% or more. Venna has also served as an International Service Specialist at Charles Schwab and is currently an Associate Vice President in Global Private Banking at HSBC. They hold a Master’s Degree in Business Administration from Duke University’s Fuqua School of Business and passed all three levels of the CFA Program on the first attempt.