Jeffrey Chiu

Jeffrey Chiu, CFA, has held various roles throughout their career. Jeffrey is currently the Chief Financial Officer at Trendspot Inc. Prior to this, they worked at City National Bank as a Senior Relationship Manager. Jeffrey also served as a Senior Relationship Manager at Wells Fargo Bank for nearly a decade, where they managed a $1 billion senior debt portfolio and closed significant debt transactions. Jeffrey has also worked at JPMorgan Chase as a Senior Underwriter, negotiating debt transactions and agreements. Earlier in their career, they were a Portfolio Manager and Underwriter at GE Capital, an Underwriter at CIT, a Team Audit Manager at Bank of America, and a Senior Associate at Coopers & Lybrand. In these roles, they gained experience in managing debt portfolios, underwriting transactions, and conducting financial audits.

Jeffrey Chiu, CFA has a strong education background in finance and business. Jeffrey obtained their Master's in Business Administration (MBA) with a focus in Finance from UCLA Anderson School of Management in 2001. Prior to that, they completed their Bachelor's degree in Business Economics from UCLA in 1993. In addition to their academic qualifications, Jeffrey has also earned the Chartered Financial Analyst (CFA) certification from the CFA Institute. The specific details regarding their CFA certification, such as the month and year of attainment, are not provided.