Karen Wu

Helping businesses scale

Role: Chief Financial Officer at Cover Desk
Location: Houston, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Karen Wu

Strategy is nothing without execution. Let me help you demistify your data and find solutions that can be operationalized.Areas of expertise- Strategic planning- Analytics- Investments- M&A- Compensation design- Business process management- Partnership evaluation and structuring

Experience

Chief Financial Officer
Cover Desk
Dec 2023 — Present

Education

Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing
2010 — 2012
New York University
BS, Finance / Economics
2001 — 2005

Skills

Market Research
Venture Capital
Equities
Analytics
Capital Markets
Financial Analysis
Corporate Finance
Due Diligence
Investments
Financial Modeling
Valuation
Private Equity
Bloomberg
Data Analysis
Investment Banking

Contact information

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Work email
•••••@coverdesk.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Cover Desk

Outsourcing and Offshoring Consulting · 131 employees · Founded 2018 · Austin, Texas, United States

Mission At Cover Desk, we have one priority: helping independent insurance agencies grow, thrive, and innovate in the 21st century. We do this by offering your insurance agency access to highly educated virtual assistants from the Philippines. Cover Desk offers the administrative help you need without killing your budget. Experience How do we do it? We used the Cover Desk method before there was a Cover Desk. As a result, we made our own independent insurance agencies more efficient and profitable while offering excellent customer support. Now we want to help other agencies do the same for their business. Large brands have access to more resources than most independent insurance agencies. They can hire more staff, outsource more work, and keep growing. Your agency deserves the same chance but with the high-touch, personalized service your clients have come to expect. We’ve been there, too, and we know how hard it is to compete. People Cover Desk virtual assistants are located in the Philippines, a country known for its highly educated workforce. All of the virtual assistants we work with are college-educated professionals. We have a pool of available and highly qualified candidates that we help train so they’re ready to work for you. Our workforce is ready to deploy now and for future growth. They are driven, eager, and educated professionals who take pride in their work and want what we all want - to build a future for themselves, their families, and your agency

coverdesk.com

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About Karen Wu

Experience

Chief Financial Officer

Education

Northwestern University - Kellogg School of Management

New York University

Skills

Find verified contacts for anyone on LinkedIn