Summary
Jefferson Xu is a results-driven finance professional with 10 years of cross-functional experience in retail banking operations, hospitality management, and sales, currently serving as an Associate Banker focused on market expansion in New York. He combines rigorous compliance and AML monitoring across high-volume client interactions with hands-on cashflow and vault management, while previously boosting beverage sales by 32% as a restaurant manager through pricing and supplier negotiations. Equipped with a BBA in Finance and Project Management training from Google, he leverages data analysis and strategic planning to optimize operations and drive revenue. Comfortable collaborating with fraud, loan servicing, and wire teams, Jefferson brings a practical blend of customer-facing service and process improvement, and even codes occasionally to prototype solutions.
10 years of coding experience
Project Management, Project Management at Google
Bachelor of Business Administration - BBA, Business Administration and Management, Finance, Bachelor of Business Administration - BBA, Business Administration and Management, Finance at University at Albany, SUNY