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Judith Lu Location
Los Angeles, CA, US
Judith Lu Work
Founder and CEO @ (December 2019 - Present)
Managing Director @ (July 2014 - December 2019)
Executive Director, Wealth Management International, Latin America @ (February 2002 - April 2010)
Senior Vice President @ (May 2011 - July 2014)
Structured Finance Consultant @ (January 1998 - June 1999)
Judith Lu Education
Thunderbird School of Global Management
International MBA
1999-2001
UCLA
B.A. (World Arts and Cultures/Business Administration)
1992-1996
Judith Lu Skills
Private Banking
Wealth Management
Wealth Management Services
Asset Allocation
Investment Advisory
Structured Finance
Asset Management
Banking
Fixed Income
Investment Banking
Capital Markets
Series 7
Mandarin
Strategic Financial Planning
Latin America
Portuguese
French
Financial Planning
Multi-generational wealth transfer
Conversational Italian
Asset Protection
Fluent English
Fluent Mandarin Chinese
Fluent Spanish
Conversational French
Conversational Portuguese
Private Wealth Management
International private banking
Business Development
Customer Service
Multi Generational Wealth Transfer
Services
Microsoft Office
Judith Lu Summary
Judith Lu, based in Los Angeles, CA, US, is currently a Founder and CEO at Blue Zone Wealth Advisors. Judith Lu brings experience from previous roles at Miracle Mile Advisors, UBS AG, City National Bank and Deloitte & Touche LLP. Judith Lu holds a 1999 - 2001 International MBA @ Thunderbird School of Global Management. With a robust skill set that includes Private Banking, Wealth Management, Wealth Management Services, Asset Allocation, Investment Advisory and more. Judith Lu has 2 emails and 3 mobile phone numbers on RocketReach.
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