Wenda Xu, CFA has a diverse work experience spanning various finance and investment roles. Currently, they are serving as the Senior Manager of Strategic Financing and Investment at Terminus Group since March 2023. Prior to this, they were the Head of Finance and Investment at Dubai Holding from March 2019 to March 2023.
Before their role at Dubai Holding, Wenda worked as a Financial Analyst at Houlihan Lokey from July 2017 to July 2018. Wenda also gained experience as an Investment Banking Analyst at Madison Park Group in June 2016. Additionally, they interned as a Fixed Income Intern at Bank of China International in June 2015 and worked at Bank of China as a Commercial Bank staff in May-July 2014.
Wenda Xu, CFA completed their high school education at The Experimental High School Attached to Beijing Normal University from 2010 to 2013. Wenda then pursued their Bachelor's degree in Accounting and Finance at Emory University from 2013 to 2017. During the same period, they also attended Emory University's Goizueta Business School and obtained another Bachelor's degree in Finance, General. Wenda further obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in August 2022.
March, 2023 - present
SVP, Cloud Engineering & Operations at athenahealth
Director of People Operations at Great Schools Partnership
VP, Chief Strategy Officer & Chief of Staff to the President at Grand Valley State University
EVP, Chief Operating Officer at athenahealth
Director, Commercial BI & Sales Operations at CHEP
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