Jean Lu Email & Phone Number
Principal and Manager, Vanguard Institutional Advisory Services @ Vanguard
Jean Lu's Location
Paoli, PA, US
Jean Lu's Work
- Principal and Manager, Vanguard Institutional Advisory Services @ Vanguard
- Principal and Head of Investment Management Group Global Process Excellence @ Vanguard
- Principal and Senior Municipal Bond Credit Analyst @ Vanguard
- Portfolio Manager @ Rochdale Investment Management
- Municipal Bond Credit Analyst @ Hartford Investment Management Co. (HIMCO)
- Rating Agency Analyst @ Moody's Investors Service
Jean Lu's Education
- Harvard University
Master's degree (Public Policy Analysis)
1994 - 1996 - Stanford University
Bachelor's degree (Economics, Communication and Media Studies)
1990 - 1994
Jean Lu's Skills
- Bloomberg
- Financial Analysis
- Equities
- Investments
- Capital Markets
- Mutual Funds
- Fixed Income
- Data Analysis
- Valuation
- Economics
Jean Lu's Summary
Jean Lu, based in Paoli, PA, US, is currently a Principal and Manager, Vanguard Institutional Advisory Services at Vanguard, bringing experience from previous roles at Vanguard, Rochdale Investment Management and Hartford Investment Management. Jean Lu holds a 1994 - 1996 Master's degree in Public Policy Analysis @ Harvard University. With a robust skill set that includes Bloomberg, Financial Analysis, Equities, Investments, Capital Markets and more, Jean Lu contributes valuable insights to the industry. Jean Lu has 1 email and 1 mobile phone number on RocketReach.
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