Lily Tu Email & Phone Number
Executive Director, Consultant and Institutional Relations @ Sage Advisory
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Lily Tu Location
- Austin, TX, US
Lily Tu Work
- Executive Director, Consultant and Institutional Relations @ (April 2020 - Present)
- Vice President of Private Wealth Management @ (November 2017 - March 2020)
- Portfolio Manager and Senior Sales Associate @ (July 2009 - November 2017)
- Marketing Associate @ (March 2008 - July 2009)
- Private Wealth Management Client Analyst @ (May 2007 - March 2008)
- Credit Derivatives Operations Analyst @ (July 2005 - May 2007)
Lily Tu Education
- Rutgers University
BS (Management Science and Information Systems - Valedictorian)
2001-2005
Lily Tu Skills
- Credit Derivatives
- Hedge Funds
- Alternative Investments
- Equities
- Asset Management
- Bloomberg
- Private Equity
- Investor Relations
- Fixed Income
- Investments
- Portfolio Management
- Financial Analysis
- Due Diligence
- Derivatives
Lily Tu Summary
- Lily Tu, based in Austin, TX, US, is currently a Executive Director, Consultant and Institutional Relations at Sage Advisory. Lily Tu brings experience from previous roles at J.P. Morgan, Morgan Stanley Wealth Management, Clearwater Capital Partners and Goldman Sachs. Lily Tu holds a 2001 - 2005 BS in Management Science and Information Systems - Valedictorian @ Rutgers University. With a robust skill set that includes Credit Derivatives, Hedge Funds, Alternative Investments, Equities, Asset Management and more. Lily Tu has 2 emails and 1 mobile phone numbers on RocketReach.
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