Pat Wu
About Pat Wu
Pat Wu is the Director of Business Strategy at TD Ameritrade, with a background in financial analysis and auditing.
Title
Pat Wu is currently the Director of Business Strategy at TD Ameritrade. In this role, Pat has been responsible for developing and implementing financial strategies, conducting build vs. lease analyses, and performing month-end closing processes. Additionally, Pat prepares and presents quarterly budget variance reports to executives and collaborates with cross-functional teams to identify and mitigate spending risks.
Company
Pat Wu is currently employed at TD Ameritrade as the Director of Business Strategy. TD Ameritrade is a major American brokerage firm headquartered in Omaha, Nebraska. Pat’s role involves significant contributions to the company's financial strategies and decision-making processes.
Education and Expertise
Pat Wu studied Accounting and Finance at Creighton University and achieved a Bachelor's Degree in 2006. This educational background has equipped Pat with comprehensive knowledge in financial analysis, budgeting, and strategic planning. Pat's expertise is demonstrated through various roles in financial strategy and analysis.
Background
Prior to the current role at TD Ameritrade, Pat Wu worked as a Senior Financial Analyst at West Corporation from 2009 to 2010. Before that, Pat held the position of Audit Senior at Deloitte from 2006 to 2010. These roles in the Greater Omaha Area involved significant responsibilities in financial analysis, auditing, and strategic financial planning.
Achievements
In the role as Director of Business Strategy, Pat Wu has developed and implemented financial strategies that identified significant cost savings opportunities for various business units. Pat also played a key role in conducting detailed build vs. lease analyses and comprehensive month-end closing processes, ensuring financial accuracy and compliance. Additionally, Pat has enhanced transparency and strategic planning through the preparation and presentation of quarterly budget variance reports.