Stella Lu

Stella Lu

Financial Analyst

Followers of Stella Lu1000 followers
location of Stella LuSanta Clara, California, United States

Connect with Stella Lu to Send Message

Connect

Connect with Stella Lu to Send Message

Connect
  • Timeline

  • About me

    Love and Light

  • Education

    • University of California, Berkeley

      -
      B.A Economics 3.82/4.0

      Activities and Societies: • Treasurer, Omicron Delta Epsilon (International Honor Society in Economics)

  • 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
  • Licenses & Certifications

    • Fund practitioners qualification certificate (中国)基金从业人员资格考试成绩合格证

      Asset Management Association of China 中国证券投资基金业协会
    • Series 6, 7, 63, 65

      Financial Industry Regulatory Authority
    • Enrolled Agent (EA)

      Internal Revenue Service
  • Honors & Awards

    • Awarded to Stella Lu
      High Honors Economics Department