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Wendy Lu Location
San Francisco, CA, US
Wendy Lu Work
2019 -now CFO and Co-owner @
2020 -now Investor and Strategic Advisor @ Pollen.tech
2020 -2021 Co Producer @ My Favorite Season
2020 -2021 Co-Founder and Volunteer @
2018 -2021 Portfolio Manager and Investment Advisor @ Capital Trust Advisors
2017 -2018 Vice President - Wealth Management @
2013 -2017 Vice President, Financial Consultant @
2012 -2013 AVP, Financial Consultant @
2008 -2012 Investment Consultant @
Wendy Lu Education
University of Arizona, Eller College of Management
MPA (Finance)
Guangdong Business College
Law (International Business, Trade, and Tax )
Wendy Lu Summary
Wendy Lu, based in San Francisco, CA, US, is currently a CFO and Co-owner at TeamLogic IT - San Francisco. Wendy Lu brings experience from previous roles at Pollen.tech, My Favorite Season, HumankindNOW and Capital Trust Advisors. Wendy Lu holds a MPA in Finance @ University of Arizona, Eller College of Management. Wendy Lu has 1 emails and 1 mobile phone numbers on RocketReach.
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