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Kunjie Ou's email & phone

Position:VP - Financial Consultant at Charles Schwab
Experience:18 years
Location:Palo Alto, California, United States

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Work Experience

VP - Financial Consultant at Charles Schwab

Aug 2025 - Current

Investment Consultant at Charles Schwab

Oct 2024 - Aug 2025

Portfolio Manager at Allspring Global Investments

Nov 2021 - Feb 2024

Associate Portfolio Manager/ Senior Analyst at Wells Fargo

Jan 2016 - Oct 2021

Investment Research Analyst at Wells Fargo

Jan 2008 - Dec 2015

Kunjie Ou started working in 2008, then the employee has changed 2 companies and 4 jobs. On average, Kunjie Ou works for one company for 3 years 6 months.

Education

Master of Business Administration - MBA at University of San Francisco School of Management

Bachelor of Science - BS at Sun Yat-sen University

Data Science and Data Analytics Certificate Program at UCSC Silicon Valley Extension

Frequently Asked Questions

What is Kunjie Ou's minimum period of employment in the companies?

Kunjie Ou's minimum period of employment in various companies is 10 months.

What is Kunjie Ou's average duration of employment for different companies?

On average, Kunjie Ou works for one company for 4 years 2 months

What industries has Kunjie Ou worked in?

Kunjie Ou works in the Financial Services.

What positions has Kunjie Ou held before?

Previously, Kunjie Ou worked as a Investment Consultant, and Portfolio Manager, and Associate Portfolio Manager/ Senior Analyst, and Investment Research Analyst.

How do I contact Kunjie Ou?

Kunjie Ou's email address is o**@aboutschwab.com, phone number is +1-***-***-3180. Sign up to get contact details.

Who is the President & CEO of the Charles Schwab?

The President & CEO of the Charles Schwab is Walter W. Bettinger II

Who are Kunjie Ou's peers at other companies?

Kunjie Ou's peers at other companies are Ryan Spracklin and Mitchell Williams and Nick Darrin

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