Colleen Zhou
About Colleen Zhou
Colleen Zhou serves as the Managing Director at UBS, a position she has held since 2013. She has a background in finance, with degrees from Fudan University and City University of Hong Kong, and has previously worked at Merrill Lynch and Morgan Stanley.
Work at UBS
Colleen Zhou has held the position of Managing Director at UBS since 2013. Over her tenure of 11 years, she has contributed to various financial services and investment strategies within the organization. Her role involves overseeing client relationships and managing investment portfolios, ensuring alignment with market trends and client objectives.
Education and Expertise
Colleen Zhou earned her Bachelor's degree in Finance from Fudan University. She further enhanced her expertise by studying at the Rochester-Bern Executive Programs. Additionally, she holds a Bachelor of Business Administration (B.B.A.) from City University of Hong Kong, equipping her with a strong foundation in business principles and financial management.
Background
Before joining UBS, Colleen Zhou worked at Merrill Lynch as Vice President from 2009 to 2013 in Hong Kong. Her career in finance began at Morgan Stanley, where she was involved in Private Wealth Management for a period of 10 months in 2008 to 2009. These roles provided her with extensive experience in wealth management and client services.
Professional Experience at Merrill Lynch
At Merrill Lynch, Colleen Zhou served as Vice President for four years, where she focused on managing client portfolios and developing investment strategies. Her experience in this role helped her build a strong network and deepen her understanding of market dynamics, which she later applied in her role at UBS.
Professional Experience at Morgan Stanley
Colleen Zhou began her career in finance at Morgan Stanley, working in Private Wealth Management for 10 months in 2008 to 2009. This initial experience allowed her to gain insights into client management and investment strategies, laying the groundwork for her subsequent roles in the industry.