William Wu, CFP® serves as a Financial Planner at Kramer Financial Group, LLC since April 2009, where securities are offered through LPL Financial, a member of FINRA and SIPC. In addition, William has been an Assistant Professor at New York University since January 2010, teaching investment management to professionals. Prior experience includes roles as a Financial Advisor at Merrill Lynch from January 2007 to December 2008, Vice President at Calyon from October 1996 to July 2006, and Assistant Manager at Citigroup from September 1994 to October 1996. William holds a Bachelor of Arts in Economics from the University of Michigan and an MBA in Finance and Financial Management Services from the Fordham Gabelli School of Business.
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