Vanessa Xie, Frm
About Vanessa Xie, Frm
Vanessa Xie is a Risk Analyst at Patelco Credit Union in Dublin, California, where she has worked since 2020. She has a background in finance and compliance, having held various roles at Connective Capital Management and JPMorgan Chase & Co.
Work at Patelco Credit Union
Vanessa Xie has been employed as a Risk Analyst at Patelco Credit Union since 2020. In this role, she focuses on identifying and mitigating risks associated with the credit union's operations. Based in Dublin, California, she has contributed to enhancing the organization's risk management framework over her four years of service.
Previous Experience at Connective Capital Management
Prior to her current position, Vanessa Xie worked at Connective Capital Management, LLC. She held multiple roles, including Chief Compliance Officer, Fund Data Analyst, and Controller from 2018 to 2020. Additionally, she served as an Operation Analyst and Fund Admin for nine months in 2018. Her experience in these roles involved overseeing compliance and managing fund data, contributing to the operational efficiency of the firm.
Experience at JPMorgan Chase & Co.
Vanessa Xie worked as a Relationship Banker at JPMorgan Chase & Co. from 2017 to 2018. In this position, she was responsible for managing client relationships and providing financial services to customers. Her role involved understanding client needs and offering tailored banking solutions within the San Francisco Bay Area.
Education in Financial Actuarial Math
Vanessa Xie earned a Bachelor of Science degree in Financial Actuarial Math from the University of California, Los Angeles. This educational background provided her with a strong foundation in financial analysis and risk assessment, which she applies in her professional roles.