Jicun Xia
Jicun is an investment operations specialist supporting long-term portfolio strategy at Briarwood Financial.
3
Languages Spoken. English, Mandarin, and Enough Cantonese to Get By.
7+
Years in Investment Operations, and Still Finding Ways to Make Your Money Work Harder
5
Firms Worked At, From Seattle to Princeton to New York
2
CAIA Levels. One Down, One in Progress.
Jicun is an experienced financial analyst and investment operations specialist with over 5 years in the financial services industry. He is passionate about the financial markets and crafting investment portfolios designed to help reach client’s strategic long-term goals.
In addition to his work at Briarwood, Jicun works at AustralianSuper, the nation's largest super fund company, on their investment operations team.
He holds a double major Bachelor’s Degree in Finance and Management from Seattle Pacific University and is a candidate for the Chartered Alternative Investment Analyst (CAIA) certification.
Start With a Free Conversation
Schedule a free, 30-minute call to talk through your situation—whether that’s a tax question, an investment decision, a business challenge, or a combination of all three.
Our calls are always stress and pressure free—guaranteed!
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