Dean Woo
- Role
- Director, Trust, Portfolio & Investment Performance Operations at Tiaa Kaspick
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Director, Trust, Portfolio & Investment Performance Operations
Aug 2025 — Present
Education
Santa Clara University
MBA
University of California, Davis
B.A.
Skills
- Equities
- Idc
- Valuation
- Bloomberg
- Sql
- Investments
- Financial Analysis
- Microsoft Excel
- Cross-Functional Team Leadership
- Planned Giving
- Personal Finance
- Asset Management
- Securities
- Axys
- Statistics
- Cost Basis
- Schwab Advisor Center
- Financial Services
- Crm
- Mutual Funds
- Accounting
- Portfolio Management
- Financial Reporting
- Advent
- Leadership
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