William Kuo, CFA has extensive work experience in the financial industry. William is currently serving as the Director of Financial Planning and Analysis at Premium Label & Packaging Solutions since June 2022. Prior to this, they worked at Fitch Ratings as the Director of U.S. Corporate Finance from March 2020 to June 2022. William also served as an Investment Analyst in Real Estate and REITs at Barings from May 2016 to March 2020. Before that, they worked as a Vice President of REITs at Cowen and Company from December 2009 to April 2016. Their early career includes the role of Equity Analyst at Value Line from October 2007 to December 2009.
William Kuo, CFA holds a Bachelor's degree from Cornell University. William also holds additional certifications, including the Microsoft Professional Certificate in Data Science Co and the CFA designation. William has obtained other industry-specific certifications, such as Series 86, Series 63, and Series 7, though the details of the institution and the exact dates of obtaining these certifications are not provided.
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