Jonathan Woo
About Jonathan Woo
Jonathan Woo is an Associate Director at UBS, where he has worked since 2020. He has a background in finance and economics, with previous roles at HSBC, BNP Paribas, Morgan Stanley, Citi, and SumRidge Partners.
Work at UBS
Jonathan Woo has been employed at UBS as an Associate Director since 2020. His role is based in Weehawken, New Jersey, United States. In this position, he is responsible for overseeing various operational functions and ensuring the effective implementation of client services.
Previous Experience in Banking
Before joining UBS, Jonathan Woo held several positions in the banking sector. He worked at BNP Paribas as a Trade Support Operations Analyst from 2018 to 2020 in New York, New York. Prior to that, he was a High Net Worth Lending Operations Analyst at Morgan Stanley from 2014 to 2015. He also served as a KYC Business Analyst at Citi from 2015 to 2016.
Education and Expertise
Jonathan Woo earned a Bachelor's Degree in Economics from Rutgers University, where he studied from 2010 to 2014. His academic background provides a solid foundation for his roles in the financial services industry, particularly in operations and client implementation.
Early Career and Internships
Jonathan Woo began his career with an internship as a Java Developer at SumRidge Partners in 2013, where he worked for two months in Nanjing, Jiangsu, China. This early experience contributed to his technical skills and understanding of the financial technology landscape.
Experience at HSBC and Other Firms
Jonathan Woo worked at HSBC Commercial Banking as a Client Implementation Manager from 2016 to 2017 in the Greater New York City Area. His diverse experience across various financial institutions has equipped him with a broad understanding of banking operations and client management.