Lu Wang Email and Phone Number
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Experienced financial services professional with proven qualifications in customer service, asset transfer, portfolio management, and credit analysis. Demonstrated strong analytical and organisational skills and multitasking capabilities in a fast-paced environment with excellent communication skills and a strong work ethic. Focused, resourceful and results driven individual who is committed to achieving and delivering common goals for the organisation, as well as ensuring a trusting relationship with the team and all stakeholders. Bilingual in English and Mandarin.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 78669
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Wealth Management OperationsMorgan Stanley Jun 2021 - PresentMelbourne, Victoria, Australia
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Associate - Global Stock Plan ServicesMorgan Stanley Jun 2017 - Mar 2021Melbourne, Victoria, AustraliaExperience: Customer Service & De-escalation Strategies | Equity Plan Management | Account Reconciliation | Trading & Payment Cycle | Digital PlatformRecognition:Won SPOT award in 2017
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Client Services AdministratorTarget Wealth Pty Ltd Feb 2015 - Jul 2016Melbourne, Victoria, AustraliaExperience:Financial Planning | Superannuation | Equity and Annuity Investment | Insurance | Age Pension | Retirement Projection | Cash Flow and Budget Reports
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Account ManagerBank Of Shanghai Jul 2010 - Jul 2014Ningbo, Zhejiang, ChinaExperience:Commercial Lending | Portfolio Management | Credit Analysis | Risk Management | Relationship Management -
Business Development AssistantBritish Columbia Christian Academy Mar 2006 - Oct 2006Port Coquitlam, British Columbia, CanadaExperience:Marketing | Advertising | Fundraising | Event Organisation | Office Administration
Lu Wang Skills
Lu Wang Education Details
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Gpa: 3.56 Out Of 4.0 -
Accounting -
Marketing And Finance
Frequently Asked Questions about Lu Wang
What company does Lu Wang work for?
Lu Wang works for Morgan Stanley
What is Lu Wang's role at the current company?
Lu Wang's current role is Associate | Wealth Management Services | Credit Analysis.
What is Lu Wang's email address?
Lu Wang's email address is lu****@****ley.com
What schools did Lu Wang attend?
Lu Wang attended Swinburne University Of Technology, The University Of British Columbia, Thompson Rivers University.
What are some of Lu Wang's interests?
Lu Wang has interest in Real Estate, Yoga And Pilates, Innovative Financial Solutions, Mountain Hiking.
What skills is Lu Wang known for?
Lu Wang has skills like Accounting, Finance, Financial Planning, Banking, Commercial Banking, Financial Analysis, Credit Analysis, Loan Portfolio Analysis, Customer Relationship Management, Business Development, Business Strategy, Microsoft Office.
Who are Lu Wang's colleagues?
Lu Wang's colleagues are Zoe-Anne Del Mar, Sanchi Bubna, Kathy Noll, Shannon Nichols, Kalu Don, Ida Preston, Darshan Dedhia.
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