William Lu Location
Chicago, IL, US
William Lu Work
- 2020 - now Assistant Vice President, Wealth Relationship Manager @ Citi
- 2013 - 2020 Senior Banker @ Citi
- 2011 - 2013 Licensed Preferred Banker and Investment Rep @ Fifth Third Bank
- 2011 - 2011 National Account Executive @ Active Communications International
- 2010 - 2011 Business Development Manager @ TCS WiMax, LLC
- 2008 - 2009 Associate @ Aegon
- 2003 - 2005 Owner and Co-Founder @ "Rain" Fashion Clothing Shop
William Lu Education
- Investment Banking Institute
Corporate Finance for Investment Banking
2010 - 2010 - Illinois Institute of Technology
Bachelor (Business and Finance)
2006 - 2009
William Lu Skills
- Business Development
- Market Research
- Strategy
- Forecasting
- Strategic Planning
- Marketing
- Entrepreneurship
- Sales
- Lead Generation
- Management
William Lu Summary
William Lu, based in Chicago, IL, US, is currently a Assistant Vice President, Wealth Relationship Manager at Citi. William Lu brings experience from previous roles at Citi, Fifth Third Bank & Fifth Third Securities, Active Communication International and TCS WiMax, LLC. William Lu holds a 2010 - 2010 Corporate Finance for Investment Banking @ Investment Banking Institute. With a robust skill set that includes Business Development, Market Research, Strategy, Forecasting, Strategic Planning and more. William Lu has 3 emails on RocketReach.
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