Vinh Lu Email & Phone Number
Financial Consultant @ Fidelity Investments
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Vinh Lu Location
- McLean, VA, US
Vinh Lu Work
- Financial Consultant @ (January 2021 - Present)
- Planning Consultant @ (January 2020 - January 2021)
- Relationship Manager - Private Client Group @ (February 2015 - January 2020)
- Registered Financial Representative @ (July 2014 - February 2015)
- Financial Services Representative @ (February 2013 - July 2014)
- GDP Trainee @ (July 2010 - August 2012)
- Agent @ (September 2008 - July 2010)
- Member Service Representative I @ (July 2005 - August 2008)
- Intern Researcher @ (December 2004 - October 2005)
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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