Philip Zhou
Product Specialist | Investor Relations
- Role
- Advisor at First Generation Investors
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Philip Zhou
Alternatives product strategist and institutional relationship manager with 12+ years of experience in asset/wealth management. I received my MBA from Columbia Business School and was recognized as Poets & Quants\' Best & Brightest (2021).Skills:Relationship management and investor relationsProduct strategy, product specialist, product marketing, and product developmentStrategic initiatives, product structuring, and project managementSales enablement, sales strategy, and sales supportAsset allocation and portfolio construction
Experience
Advisor
Jan 2020 — Present
First Generation Investors (FGI) is a 501(c)(3) nonprofit organization that teaches high school students in underserved communities the power of investing and brings classroom lessons to life by providing students with real money to invest. Our mission is to provide all young adults the knowledge, skills, and tools to thrive.
Education
Columbia Business School
Master of Business Administration (MBA)
2019 — 2021
University of California, Berkeley
Bachelor of Arts (BA), Political Economy - International Business
2008 — 2012
London Business School
Exchange Program
2021 — 2021
National Taiwan University
Business Chinese
2009 — 2009
Skills
- Bloomberg
- Project Management
- Data Analysis
- Investment Strategies
- Iwork
- Leadership
- Personal Financial Planning
- Asset Allocation
- Microsoft Office
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