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Sandy Lu Location
Vancouver, BC, CA
Sandy Lu Work
1998 -now Managing Director @ Caritas Financial Solutions Inc.
2002 -2005 Business Development Manager @ Manulife Asia
1998 -2002 Business Delvelpment Director @ Future Planning Services
1993 -1998 Financial Advisor @ Prudential Insurance of America
1987 -1993 Personal Banker @
Sandy Lu Education
Simon Fraser University
(Business Administration and Management, General)
1998-2001
University of Toronto
(Business/Commerce, General)
1987-1992
Sandy Lu Skills
Sales Operations
Sales Management
Financial Services
Investments
Life Insurance
Disability Insurance
Critical Illness
Employee Benefits
Sales
SQL
Microsoft Excel
Customer Service
Banking
Management
Strategy
Sandy Lu Summary
Sandy Lu, based in Vancouver, BC, CA, is currently a Managing Director at Caritas Financial Solutions Inc.. Sandy Lu brings experience from previous roles at Manulife Asia, Future Planning Services, Prudential Insurance of America and RBC. Sandy Lu holds a 1998 - 2001 Simon Fraser University. With a robust skill set that includes Sales Operations, Sales Management, Financial Services, Investments, Life Insurance and more. Sandy Lu has 1 emails on RocketReach.
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