Sunny Xu

Sunny Xu is currently the Director of Technical Customer Engagement at Preset. Sunny has over 20 years of experience in the financial services industry. Sunny has held various positions at companies such as Wells Fargo Securities and Periscope Data (previously Sisense). Sunny was head of customer solutions at Periscope Data and helped the company win the Stevie Awards for Sales & Customer Service in 2019.

Sunny Xu has a Bachelor's Degree in Economics, Finance, and Computer Science from Princeton University. Sunny is certified by the Financial Industry Regulatory Authority (FINRA) in Series 63 and Series 79.

Some of their coworkers include Collin Weitzman - VP, Sales, Alan Hsia - VP, Marketing & GTM, and Nik Pai - VP, Product & Design. Sunny Xu reports to Maxime Beauchemin, CEO & Founder.