Christopher Chua is an Operations Associate at Simplify since January 2022, having previously served as a Portfolio Associate Intern. Prior professional experience includes a role as a Financial Analyst at Wedbush Securities from July 2019 to September 2021, where responsibilities encompassed writing SQL reports for tax reporting, creating automated Excel templates, and providing training on cost basis analysis. Additionally, Christopher held the position of Cost Basis Specialist, focusing on correcting client tax records and providing support for tax reporting inquiries. Earlier experience as an Executive Operations Intern at St. Vincent de Paul of Los Angeles involved establishing partnerships, preparing budget documents, and conducting research on nonprofit accreditation. Christopher holds a Master’s degree in Finance from the University of California, Irvine, and dual Bachelor of Science degrees in Business/Managerial Economics and Business Systems from California State University, Los Angeles.
Sign up to view 0 direct reports
Get started