David Lu Email & Phone Number
Managing Director, Wealth Management | Global Sports and Entertainment Director @ Morgan Stanley
5 free lookup(s).
David Lu Location
- California, United States
David Lu Work
- 2026 -now Managing Director, Wealth Management | Global Sports and Entertainment Director @
- 2020 -2026 First Vice President | Financial Advisor @
- 2016 -2020 Vice President | Financial Advisor @
- 2007 -2016 Financial Advisor @
- 2004 -2007 Sr. Financial Analyst @
- 2000 -2004 Sr. Financial Analyst @
- 1998 -2000 Staff Internal Auditor @
- 1997 -1998 Analyst @ Prospect Asset Management
David Lu Education
- The Wharton School
Certified Investment Management Analyst® (CIMA®) Certification Program
2019-2019 - Santa Clara University
B.S. (NCAA Division I Intercollegiate Tennis at Santa Clara University. Team Captain in Senior Year.)
- University of Hawaii at Manoa
MBA (JAIMS (Japan-America Institute of Management Science))
David Lu Skills
- Program Trading
- Product Marketing
- Trading Strategies
- Electronic Trading
- Exchange Connectivity
- SDLC
- Sybase Products
- Sybase
- Fixed Income
- Market Data
- High Frequency Trading
- FIX
- Client Onboarding
- Aegis
- Derivatives
- Direct Market Access
- Client Services
- Vendor Management
- Conference Coordination
- Certifix
- Financial Services
- Wealth Management
- Equities
- Algorithmic Trading
- Low Latency
- Cash Equity Trading
- Investment Strategies
- FX Options
- Verifix
- Stocks
- Onboarding
- Trading System
- Client Relationship Management
- Quantitative Finance
- Management
- Fix Connectivity
- Design
- Project Management
- Trading Systems
- Trading
- Equity Derivatives
- Unix
- Foreign Exchange Fx Options
- Services
- E Verify
- Options
- CRM
- Hedge Funds
- Equity Trading
- Financial Markets
David Lu Summary
- David Lu, based in California, United States, is currently a Managing Director, Wealth Management | Global Sports and Entertainment Director at Morgan Stanley. David Lu brings experience from previous roles at Morgan Stanley and Yahoo. David Lu holds a 2019 - 2019 Certified Investment Management Analyst® (CIMA®) Certification Program @ The Wharton School. With a robust skill set that includes Program Trading, Product Marketing, Trading Strategies, Electronic Trading, Exchange Connectivity and more. David Lu has 3 emails and 1 mobile phone numbers on RocketReach.
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