Anita Woo

“Great things in business are never done by one person. They’re done by a team of people.” – Steve Jobs

Anita Woo

Technical Accountant

Education

  • California State University, East Bay, B.A. in Business Administration, Accounting & Economics

Professional Credentials

  • FINRA-registered Series 99 Operations Professional

Anita is responsible for Accounting and Finance for Intrepid Investment Bankers wearing multiple hats as a Senior Technical Accountant and Senior Financial Analyst. She joined the firm in 2020.

Prior to joining Intrepid, she worked in the MUFG Controllers Department responsible for Corporate Accounting functions. Before joining MUFG, she was a Senior Accountant in Invesco Global Real Estate Investment and Charles Schwab responsible for Financial Reporting and Management Reporting. Most of her career has been in the Financial Services industry.

Anita is a mom to two wonderful kids and two adorable dogs. In her spare time, Anita enjoys traveling and spending time with her family.