Vinh Lu Email & Phone Number
Financial Consultant @ Fidelity Investments
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Vinh Lu Location
- McLean, VA, US
Vinh Lu Work
- 2021 -now Financial Consultant @
- 2020 -2021 Planning Consultant @
- 2015 -2020 Relationship Manager - Private Client Group @
- 2014 -2015 Registered Financial Representative @
- 2013 -2014 Financial Services Representative @
- 2010 -2012 GDP Trainee @
- 2008 -2010 Agent @
- 2005 -2008 Member Service Representative I @
- 2004 -2005 Intern Researcher @
Vinh Lu Education
- The George Washington University - School of Business
Bachelor of Business Administration (Finance)
2006-2010 - Falls Church High School
Advanced High School Diploma
2002-2006
Vinh Lu Skills
- Banking
- Financial Services
- Leadership
- Loans
- Credit
- Insurance
- Portfolio Management
- Retail Banking
- Bloomberg
- Management
- Management Consulting
- Financial Analysis
- Finance
- Credit Analysis
- Retirement Planning
- Relationship Management
- Sales
- Cross Selling
- Wealth Management
- C++
- Services
Vinh Lu Summary
- Vinh Lu, based in McLean, VA, US, is currently a Financial Consultant at Fidelity Investments. Vinh Lu brings experience from previous roles at Fidelity Investments and TD. Vinh Lu holds a 2006 - 2010 Bachelor of Business Administration in Finance @ The George Washington University - School of Business. With a robust skill set that includes Banking, Financial Services, Leadership, Loans, Credit and more. Vinh Lu has 1 emails and 2 mobile phone numbers on RocketReach.
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