Judith Lu Location
- Los Angeles, CA, US
Judith Lu Work
- 2019 - now Founder and CEO @
- 2014 - 2019 Managing Director @
- 2011 - 2014 Senior Vice President @
- 2002 - 2010 Executive Director, Wealth Management International, Latin America @
- 1998 - 1999 Structured Finance Consultant @
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, City National Bank, UBS AG 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 3 emails and 4 mobile phone numbers on RocketReach.
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Top Blue Zone Wealth Advisors Employees
Josh Sailar
Partner and Co-Founder
Manhattan Beach, CA, US
Jay Sanders
Financial Advisor
Los Angeles, CA, US
Julia Ocampo
Wealth Management Private Client Analyst
Los Angeles, CA, US
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