Tu Lu Email & Phone Number
Vice President, Financial Consultant @ Fidelity Investments
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Tu Lu Location
- Saint Paul, MN, US
Tu Lu Work
- 2007 -now Vice President, Financial Consultant @
- 2005 -2007 Financial Representative @
Tu Lu Education
- University of Central Florida
Bachelor of Arts (B.A.) (Finance)
2003-2006
Tu Lu Skills
- Diversity & Inclusion
- Career Development Coaching
- Separately Managed Accounts
- 529 Plans
- Financial Services
- Coaching & Mentoring
- Series 65
- Strategic Hiring
- Risk Management
- Finra
- General Securities Sales Supervisor
- Investment Strategies
- Process Improvement
- Leadership
- Strategic Planning
- Retirement Planning
- Management
- Financial Planning
- Customer Service
- General Securities Principal
- Workforce Management
- Workforce Analytics
- Business Analysis
- Finance
- Investments
- Team Building
- Diversity and Inclusion
- Public Speaking
- Sales
- Microsoft Office
- Training
- Time Management
- Coaching and Mentoring
- Call Centers
- Access
Tu Lu Summary
- Tu Lu, based in Saint Paul, MN, US, is currently a Vice President, Financial Consultant at Fidelity Investments. Tu Lu brings experience from previous roles at SunTrust. Tu Lu holds a 2003 - 2006 Bachelor of Arts (B.A.) in Finance @ University of Central Florida. With a robust skill set that includes Diversity & Inclusion, Career Development Coaching, Separately Managed Accounts, 529 Plans, Financial Services and more. Tu Lu has 1 emails and 2 mobile phone numbers on RocketReach.
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