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Degrees
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MBA and CFA
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My Expert Service
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Have you ever have trouble record keeping your investments and trades?
Are there too many financial statements you don't understand?
I can help and educate you on topics that concern you. My experience is broad - from working in the finance and accounting department of a manufacturing company to managing and maintaining operations of an asset management firm.
Currently, I have returned to my roots - I am back in stock researching and investing. I use both fundamental and technical analysis. I do not offere investment advice. But, I can interpret and teach you how to analyze your financial statements. And if you are a trader, and you need help in keeping your trading records, please don't hesitate to contact me.
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Experience & Qualifications
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Equity research
CTA and CPO - Compliance, Operations, Finance
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Available Modes Of Communication
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email/chat
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Contact
Patricia Liu, CFA
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