Joanna Lu Email & Phone Number
Vice President - Client Service Manager @ Brown Brothers Harriman
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Joanna Lu Location
- Boston, MA, US
Joanna Lu Work
- 2024 -now Vice President - Client Service Manager @
- 2022 -2024 Vice President - Client Solutions @
- 2019 -2022 Team Leader - Investor Services @
- 2016 -2019 Supervisor - Investor Services @
- 2015 -2016 Internal Auditor @
- 2010 -2015 Associate - Senior Implementations Specialist @
- 2007 -2010 Operations Specialist III @
- 2006 -2007 Domestic Settlements Rep II @ Investors Bank & Trust
Joanna Lu Education
- Suffolk University - Sawyer Business School
Global MBA
2008-2011 - Roger Williams University
Bachelor of Science (BS) (International Business / Finanace)
2002-2006 - Roger Williams University
Bachelor of Science - BS (International Business)
Joanna Lu Skills
- PowerPoint
- Customer Relations
- Lotus Notes
- Business Analysis
- Excel
- Foreign Exchange
- Financial Services
- Equities
- Mutual Funds
- Outlook
- Microsoft Word
- Microsoft Excel
- Project Implementation
- Customer Service
- Financial Analysis
- Project Planning
- Foreign Exchange Management
- Project Management
- Word
- Hedge Funds
- Access
Joanna Lu Summary
- Joanna Lu, based in Boston, MA, US, is currently a Vice President - Client Service Manager at Brown Brothers Harriman. Joanna Lu brings experience from previous roles at J.P. Morgan, Brown Brothers Harriman and Ocean Spray Cranberries. Joanna Lu holds a 2008 - 2011 Global MBA @ Suffolk University - Sawyer Business School. With a robust skill set that includes PowerPoint, Customer Relations, Lotus Notes, Business Analysis, Excel and more. Joanna Lu has 2 emails on RocketReach.
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