Stella Lu

Experience

• 

  Federal Reserve Bank of San Francisco

  Jan 2008 - Jan 2009

  Financial Analyst
• 

  Provident Funding Associates L.P.

  Jan 2009 - Jan 2015

  Capital Market Analyst

  Agency MBS, trading, bulk loans, CRA, hedge, margin call

• 

  Transamerica Financial Advisors, Inc.

  Jan 2012 - Jan 2015

  Investment Advisor

  Financial Health Evaluation, Expense Analysis, Tax Saving Strategies, Retirement Planning, 401k/IRA/Roth IRA/SEP IRA, Defined Benefit, Capital Preservation & Appreciation, Separate Managed Account, Insurance, Long Term Care, Annuity, Estate Planning

• 

  Coco Real Estate Team

  Jan 2015 - Jan 2016

  Senior Real Estate Consultant

  Residential, Multi-Unit, Commercial (retail, office, industrial, etc), Land Development.

• 

  East West Bank

  Jan 2015 - Jan 2017

  Senior Private Client Advisor, AVP

  $100mm+ AUM, Non-traded REIT, BDC, Offshore Trust, Market-linked CD, Structured Notes, 401K, retirement account, investment portfolio, insurance, fixed, index and variable annuity. Key person insurance, Buy/Sell arrangement, Executive compensation, Business Succession Planning

• 

  ACG

  Jan 2017 - Jan 2018

  VP of Business Relationship Development

  Key words: M&A, global expansion (Chinese market), Deals sourcing, DD, PM, Semiconductor, new energy, new materials, environment protection

• 

  Gridanian Advisory

  Jan 2018 - Jan 2019

  Co-Founder

  Help startups and small business attract and retain talents through customized designing, setting up, and reviewing employee benefits plan

• 

  Santa Clara County, Office of the District Attorney

  Jan 2018 - now

  Management Analyst
• 

  Game Mixer

  May 2019 - now

  President

  Asian Bay Area Culture Association

• 

  City of Santa Clara

  Oct 2021 - Nov 2024

  Chief’s Advisory Committee