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Scraping With Nokogiri Without Blowing Your Brains out
Talks about Web Development, Ruby and Web Scraping
JW
Jon Wu
Vice President Investment Banking at Xnergy
San Francisco, California
Overview
Jon Wu is currently serving as the Vice President of Investment Banking at Xnergy in San Francisco, California, with expertise in corporate finance, M&A, and private markets. With a background in data science and ESG analysis, Jon has successfully navigated various roles in the financial industry, including positions at Scottrade and Caviar, Inc.
Highlights of Jon's career include his role as a founding member at Harrison Fund and his experience as a Manager in Operations and Business Development at Caviar, Inc., showcasing his diverse skill set in investment consulting and business development.
Work Experience
Vice President Investment Banking
2019 - Current
Startups, Later-Stage, Private Markets, Technology, Life Science, Corporate Finance and M&A deal advisory, Manage relationships with Limited Partners and General Partners Business Development, Investor (VC, PE, FO) Deal Flow, Financial Modeling
Intepreter
2019
Interact with businesses and individuals for verbal and written translations between English and Chinese
Hanna Interpreting Services offers translating, transcription, document translations, website localization and interpretation services.
Venture Scout
2021 - 2022
Source ventured-backed startups for everyday investors
Sweater is a fintech company building the first fully-managed venture capital fund that is open to everyday investors.
Raised $14,300,000.00 from Kickstart, Eli Broverman, Nick Perez, Litquidity Capital, Monsen Ventures, Aaron Wolko, Bison Venture Partners, Nate O'Brien, Jeff Cruttenden and Spacestation Investments.
Founding Member
2018 - 2019
Family Office, IPO, Private Equity, Fund Management
Manager
2017 - 2018
• Developed a strong sales team from zero to 2 investment consultants that provided exceptional customer service to our clients, while also driving revenue opportunities for the firm. • Led branch associates to grow business opportunities in the local market via in-branch and phone customer contact and seminars. Ensure that branch sales performance objectives ($12 million in gross assets and $900,000 in guidance assets) are established and collaboratively met and exceeded. • Performed and coached to proactive outbound phone sales activities to reach 40 dials/day/IC • Worked with RIAs and independent wealth advisors to provide investment products for sophisticated investors
Senior Investment Consultant
2015 - 2016
• Traveled extensively to provide training and mentoring to new associates including Branch Managers and Investment Consultants • Helped facilitate branch service and sales initiatives • Maintained regulatory compliance procedures for coverage branches
Investment Consultant
2010 - 2015
Accomplishments: • Top 10 Divisional Team • Top Regional Investment Consultant • Top 100 National Investment Consultant
Scottrade offers financial services including online trading and an online brokerage along with investment products.
Manager, Operations And Business Development
2012 - 2015
• Early employee and courier, delivered food orders to customers with no negative reviews • Worked alongside founders to develop strategies to uncover new markets and engage new partnerships with restaurants • Onboarded, trained, managed, and dispatched new and existing couriers
Business Development Associate
2010 - 2010
• Worked with VP of business development to develop markets and uncover new opportunities • Gathered data for cold calling, development of markets • Contacted and closed potential clients • Applied bilingual language skills during relationship building with prospects and clients based both in US and China
Capital Group Communications is a company that provides growth stage consultancy services.