At ImpactAssets, Quita Liu supports ImpactAssets Donor Advised Fund operations. Quita brings 10+ years of experience in investment operations and systems implementation. Previously, she was the Technology Coordinator at an Atlanta-based RIA where she was a key member in implementing new investment management software for the firm. She has also held a Senior Consultant role with Aon’s Delegated (OCIO) Operations team where she focused on the daily portfolio reporting of Defined Benefit and Defined Contribution plans. She also has experience in centralized trading and providing stellar portfolio management support.
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