Thierry Vo
Education
Rutgers University
Environmental & Business Economics, Finance 1993-01-01 - 1998-01-01Work Experience
J.P. Morgan Private Bank
Current
J.P. Morgan Private Bank
UBS
2013-10-01 - 2023-11-01
UBS
Global Equity Organization
2014-07-01 - 2015-06-01
Global Equity Organization
Certent - insightsoftware
2011-08-01 - 2013-09-01
Certent - insightsoftware
E*TRADE from Morgan Stanley
2007-08-01 - 2011-07-01
E*TRADE from Morgan Stanley
UBS
2003-09-01 - 2007-07-01
UBS
Merrill Lynch
1997-11-01 - 2002-11-01
Merrill Lynch
Skills
Summary
With 20+ years in digital product management and financial services, I possess a keen understanding of how technology can amplify human interactions to help clients with diverse wealth management needs. Working at several major broker dealers during that time, I've had the opportunity to collaborate directly with recognized leaders in both these complementary fields. Collectively, these roles have shaped my unique perspective on blending advice-based investing with innovative digital solutions to generate financial liquidity and longevity for workplace wealth participants. I've spoken nationally and internationally, evangelizing the digital transformation of financial services in general and workplace wealth in particular. A member of both the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO), where I previously served on the Board, I keep my finger on the pulse of both industries to prepare our clients for what's next.
