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Fengyi (Betty) Lu, FRM

Fengyi (Betty) Lu, FRM

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location of Fengyi (Betty) Lu, FRMGreater Toronto Area, Canada

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  • Timeline

  • About me

    Client Account Manager - International Client Services

  • Education

    • University of Toronto

      2011 - 2015
      Bachelor of Business Administration - BBA Management and Finance

  • Experience

    • International Financial Data Services (IFDS)

      Nov 2017 - now

      • Client Account Manager

        Jul 2024 - now

      • Unit Manager - Pricing

        Jul 2021 - Jul 2024

      • Pricing Team Lead

        Jul 2019 - Jul 2021

      • Client Operations Specialist

        Apr 2019 - Aug 2019

      • Sr. Account Coordinator

        Nov 2017 - Mar 2019

  • Licenses & Certifications

    • Certification in Equity Trading and Sales

      Canadian Securities Institute

    • Canadian Security Course

      Canadian Securities Institute

    • CFA level 1 Passed

      CFA Institute
      Oct 2023
      View certificate certificate

    • Certified Financial Risk Manager (FRM)

      Global Association of Risk Professionals (GARP)
      Feb 2024
      View certificate certificate