Sandy Lu Email
Managing Director
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Sandy Lu Location
- Vancouver, BC, CA
Sandy Lu Work
- Managing Director @ Caritas Financial Solutions Inc. (February 1998 - Present)
- Business Development Manager @ Manulife Asia (September 2002 - August 2005)
- Business Delvelpment Director @ Future Planning Services (June 1998 - September 2002)
- Financial Advisor @ Prudential Insurance of America (July 1993 - August 1998)
- Personal Banker @ (March 1987 - June 1993)
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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