Ms. Xu has over 10 years of financial controlling, merger and acquisition, operational management experience for global corporations. She became associated with Alvery Bartlett group in 2014, focusing on the group’s business development efforts in both St. Louis and California markets.
Prior to joining Alvery Bartlett Group, Ms. Xu held a management role in investor relations, government/public affairs, and corporate finance in CenturyLink. Inc., a Fortune 500 company. Prior to that, she served for 7 years as the Assistant Financial Controller for Willert Home Products, Inc. a legendary St. Louis based global corporation with over 65 years of history. For overseeing corporate/commercial transactions, merger and acquisition cases, Ms. Xu travels frequently between the US and Asia, and has developed strong professional ties in those regions.
Fluent in both Chinese and English, Ms. Xu is passionate about financial investment education for Asian communities in the US, and has served as the treasurer for the Young Asian American Professional Association (YAPA).
Ms. Xu holds a bachelor of laws degree (LLB) from Nankai University (one of the top ranking universities in China) and a master of business administration degree (MBA), concentrating in finance, from the University of Wyoming.
Ms. Xu currently splits her time in San Francisco, CA and St. Louis, MO. She holds FINRA Series 7 and 63 licenses.
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At Alvery Bartlett Group, we believe in helping people achieve their long-term financial goals through true investment diversity and flexibility.
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8000 Maryland Avenue,
Saint Louis, MO 63105
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