Jack Z. Sun
Portfolio Manager @Empirical Wealth Management
San Francisco, CA, US
EMAILS
j•••@empirical.net
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2023 — Present
Portfolio Manager @Empirical Wealth Management
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SKILLS
Investment AdvisoryFinancial ModelingEquitiesMutual FundsCapital MarketsBondsPrivate BankingFinancial ServicesSeries 7Portfolio OptimizationSeparately Managed AccountsInvestmentsTradingPortfoliosFixed IncomeEtfsHedge FundsAsset AllocationInvestment ManagementSales ManagementRelationship ManagementPublic SpeakingValuationWealth ManagementStrategic CommunicationsSecuritiesFinancial AnalysisBloombergPortfolio ManagementBloomberg TerminalAsset ManagementRisk ManagementManagementInvestment StrategiesCorporate FinanceSeries 66Negotiation
ABOUT JACK Z. SUN
Client-centric, goal-oriented investment professional with +15 years of multinational…
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