Nancy Lu Email & Phone Number
Private Client Advisor - Private Bank @ Bank of America
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Nancy Lu Location
- United States
Nancy Lu Work
- 2022 -now Private Client Advisor - Private Bank @
- 2021 -2022 Senior Relationship Manager - Middle Market @
- 2019 -2021 Market Manager - Business Banking @
- 2007 -2019 Senior Relationship Manager - Business Banking @
- 2004 -2007 Asset Manager - Commercial Capital @
- 2001 -2004 Analyst @
Nancy Lu Education
- UCLA
Bachelor’s Degree (International Economics)
1997-2001
Nancy Lu Skills
- Management
- Credit
- Commercial Banking
- Credit Analysis
- Loans
- Commercial Lending
- Underwriting
- Financial Modeling
- Banking
- Risk Management
- Mortgage Lending
- CRM
- Portfolio Management
- Financial Services
- Treasury Management
- Collaborative Problem Solving
- Cross-functional Collaborations
- Collaborative Leadership
- Building Business Partnerships
- Customer Satisfaction
- Customer Retention
- Customer-focused Sales
- Project Management
- Sales Execution
- Marketing
- Business Strategy
- Customer Focused Sales
- Cross Functional Collaborations
- Sales
- Business Analysis
- Strategic Planning
Nancy Lu Summary
- Nancy Lu, based in United States, is currently a Private Client Advisor - Private Bank at Bank of America. Nancy Lu brings experience from previous roles at Bank of America and Wells Fargo Bank. Nancy Lu holds a 1997 - 2001 Bachelor’s Degree in International Economics @ UCLA. With a robust skill set that includes Management, Credit, Commercial Banking, Credit Analysis, Loans and more. Nancy Lu has 2 emails and 1 mobile phone numbers on RocketReach.
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