Helena Xu

Helena Xu



Work History

Work History
Jan 2009 - Present

Wealth Management Marketing Intern

The March Group of Wells Fargo
  • Designed quarterly strategic planning profiles illustrating marketing timelines 
  • Evaluated new methods of marketing through the implementation of viral and drip marketing
  • Created needs-based-analysis reports for client prospects based on projected performance figures
May 2008 - Jan 2009

Financial Sevices Intern

Wachovia Securities
  •  Produced easy to read client reports for daily meetings detailing portfolio asset allocation, historical performances, and household net worth with proficient use of Excel software
  •  Assisted team that has year-to-date growth of 14% including over $200 million assets under management and generating over $2 million in fees through client services
Sep 2008 - Dec 2008

Marketing Representative

  • Marketed new Microsoft Office Live software to student body and faculty                   
  • Analyzed and measured growth in usage; enrolled over 100 students in faculty, placing 2nd highest in nation.
  • Strengthened interpersonal and organizational skills through managing contacts and creating various distribution processes


Running & swimming, hiking, nutrition, food blogs & gastronomy, Shanghai, performing arts, cooking, travel

Awards | Distinctions

  • CommNexus Entrepreneur Award - 50K Entrepreneur Competition
  • $10,000 BP America Grant
  • 1st Place Nationwide - Daimler Chrysler BYDV Marketing


Undergraduate student expected to graduate in 2010 with a B.S. in Management Science and B.A. in Communications.  Currently interning with The March Group of Wachovia Securities.  Interested in marketing and finance.


Apr 2007 - Present

Alpha Kappa Psi

Nu Xi Chapter