Bryan Lu Email and Phone Number
Bryan Lu work email
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Bryan Lu personal email
Bryan Lu is a Director of Product Management at Battery Technology, Inc.. He possess expertise in insurance, investments, retirement, estate planning, financial planning and 9 more skills. Colleagues describe him as "Determined. That's the one word that would describe Brian. He's great at everything he does, whether it's assiting his client with their retirement plans, or as Vice President of his TEAM Referral group, he does everything 100%. Great job Brian, and I look forward to years of a succesful referral relationship." and "Bryan Lu is an outgoing, hard working individual. He will give you the proper information that you need for your financial planning"
Battery Technology, Inc.
View- Website:
- batterytech.com
- Employees:
- 8
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Director Of Product ManagementBattery Technology, Inc.Los Angeles, Ca, Us
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Senior Product ManagerBattery Technology, Inc. Jul 2024 - PresentCity Of Industry, California, United States
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Category ManagerPhelps United Sep 2023 - Apr 2024- Implemented strategy to Increase catalog SKU and inventory availability visibility by over $30 million, reducing physical inventory financial liabilities and operational cost while increasing free cash flow to reduce opportunity cost limitations. - Established procedures and managed 5 team members with roles ranging from market data gathering, reporting, purchasing, inventory reconcilition, catalog content and accuracy. - Collaborated with CTO to enhance ERP and CRM software platform improving catalog pricing and real time inventory accuracy through automation.- Elevated distribution partner sales order fulfillment rate by 18%, increasing fulfillment rate to 96% versus the prior rate of 78%. - Achieved 24% annual revenue growth with $56 million gross revenue and 32% gross margin.- Developed reporting to derive data driven opportunistic decisions, analyze competitors and market conditions, and reduce aged liquidation inventory. -
Junior Category ManagerPhelps United Sep 2022 - Sep 2023- Implemented data-driven strategies to forecast optimal inventory replenishment quantities necessary across multiple channel partner warehouses improving logistics shipping time, cost, efficient turnover ratio, as well as overall customer satisfaction. - Collaborated with sales team to provide technical product support and locate alternative compatible solutions for large contracts/projects. - Developed a trusted vendor-based pricing search engine to streamline pricing, availability, and procurement. - Implemented verification procedures to reduce avoidable returns and losses incurred resulting from lack of due diligence and customer support.
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Purchasing BuyerPhelps United Apr 2021 - Sep 2022Costa Mesa, California, United States- Established a network of trusted vendors and manufacturers, obtaining optimal pricing, product availability, and technical support.- Responsibile for the full cycle process fulfilling all distribution channel partners daily sales orders including sourcing, issuing purchase orders, invoice payments, inbound and outbound tracking, and price negotiations. - Collaborated with sales, accounting, warehouse receiving, and the returns team to ensure quality standards are met, orders are fulfilled timely, and failed QC items are returned within the alloted time.
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Account ManagerEc Supply Inc. Aug 2015 - Apr 202117533 Rowland St, City Of Industry, Ca 91748- Maintain existing partner relationships with our major distributors throughout the U.S. responsibilities included maintaining growth of the company, performing quarterly business reviews- Strategized new product campaigns to bring to market -
Account ExecutiveFisher Investments Sep 2013 - Aug 2015San Mateo, California, United States- Established relationships with high net worth investors($500K+), acquiring $60 Million in new assets under management - Responsible for working with outside sales rep to develop and maintain client relationships for the state of Oregon territory. -
Financial Services ProfessionalMassmutual Financial Group Nov 2011 - Aug 20134695 Macarthur Court Suite 1000, Newport Beach, Ca 92660- Achievements: (Fast Pace Award, 6 Month Rising Leader Award, 1st Year Rising Leader Award, 1st year Leaders Award) - Developed new client relationships, managed existing client accounts and sales pipeline, and implemented financial strategies and solutions for clients. -
Financial Services SpecialistIndependent Capital Management Oct 2010 - Oct 2011Worked closely with clients on their goals and provided solutions through the use of insurance and investments.
Bryan Lu Skills
Bryan Lu Education Details
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Business Economics
Frequently Asked Questions about Bryan Lu
What company does Bryan Lu work for?
Bryan Lu works for Battery Technology, Inc.
What is Bryan Lu's role at the current company?
Bryan Lu's current role is Director of Product Management.
What is Bryan Lu's email address?
Bryan Lu's email address is lu****@****ons.com
What schools did Bryan Lu attend?
Bryan Lu attended University Of California, Riverside.
What skills is Bryan Lu known for?
Bryan Lu has skills like Insurance, Investments, Retirement, Estate Planning, Financial Planning, Asset Protection, Debt Management, Customer Relations, Wealth Management, Strategic Financial Planning, Customer Service, Risk Management.
Who are Bryan Lu's colleagues?
Bryan Lu's colleagues are Andy Tong, Nicholas Chu, Trung (David) Dai, Alan Chan, Hayden Leung, William Wu.
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