Shuhan Lu
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Shuhan Lu Email & Phone Number

Trading Associate (Series7 and 52 and 63 and 79)- Fixed Income Division at Loop Capital Markets
Location: Greater Chicago Area, United States, United States 5 work roles 2 schools
1 work email found @loopcapital.com 2 phones found area 585 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@loopcapital.com
Direct phone (585) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Trading Associate (Series7 and 52 and 63 and 79)- Fixed Income Division
Location
Greater Chicago Area, United States, United States
Company size

Who is Shuhan Lu? Overview

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Quick answer

Shuhan Lu is listed as Trading Associate (Series7 and 52 and 63 and 79)- Fixed Income Division at Loop Capital Markets, a company with 287 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at loopcapital.com, phone signal with area code 585, and a matched LinkedIn profile for Shuhan Lu.

Shuhan Lu previously worked as Trading Associate (Series7/52/63/79)- Fixed Income Division at Loop Capital Markets and Equity Research Analyst at Simon Investment Fund. Shuhan Lu holds Master Of Science In Finance, Finance from University Of Rochester.

Company email context

Email format at Loop Capital Markets

This section adds company-level context without repeating Shuhan Lu's masked contact details.

{first}.{last}@loopcapital.com
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AeroLeads found 1 current-domain work email signal for Shuhan Lu. Compare company email patterns before reaching out.

Profile bio

About Shuhan Lu

Shuhan Lu is a Trading Associate (Series7 and 52 and 63 and 79)- Fixed Income Division at Loop Capital Markets. They possess expertise in financial analysis, portfolio management, finance, capital markets, leadership and 10 more skills. They is proficient in 英语.

Listed skills include Financial Analysis, Portfolio Management, Finance, Capital Markets, and 11 others.

Current workplace

Shuhan Lu's current company

Company context helps verify the profile and gives searchers a useful next step.

Loop Capital Markets
Loop Capital Markets
Trading Associate (Series7 and 52 and 63 and 79)- Fixed Income Division
Chicago, IL, US
Website
Employees
287
AeroLeads page
5 roles

Shuhan Lu work experience

A career timeline built from the work history available for this profile.

Trading Associate (Series7 And 52 And 63 And 79)- Fixed Income Division

Chicago, IL, US

Trading Associate (Series7/52/63/79)- Fixed Income Division

Current

Chicago

Mar 2016 - Present

Equity Research Analyst

Simon Investment Fund

美国 纽约州 罗切斯特

  • Collaborated with a team of five members to apply investment strategies by conducting industry-wide and company-specific analysis focusing on valuation, financial statement analysis, business strategies and operations.
  • Performed valuation using Discounted Cash Flow (DCF) model and comparable companies methodologies.
Nov 2014 - Dec 2015

Financial Advisor

Suzhou, China

  • Led a team of 5 tellers and 2 receptionists, maintained and improved customer relations, provided wealth management service to over 400 private clients.
  • Served customers with financial assets from $60,000 to over $1,000,000. Provide a full-range of financial planning and wealth management solutions serving the needs of high net-worth individuals, families and.
  • Conducted review sessions with clients on a regular basis for amending portfolios based on prevailing market conditions. Assisted in increasing customer satisfaction by 15% through active and professional service.
  • Identified potential clients and presented the firm’s service and products. Through the connection with local Chamber of Commerce, brought onboard 12 key clients in one month.
Jan 2012 - Jul 2013

Financial Advisor Assistant

Suzhou

  • Conducted daily analysis on mutual funds and exchange rates of currencies, and reported to clients.
  • Managed client service process, worked with clients as they transition to the team, and coordinating any movement of assets for clients.
  • Got promotion as the youngest Financial Advisor in the whole branch.
Jul 2010 - Dec 2011
Team & coworkers

Colleagues at Loop Capital Markets

Other employees you can reach at loopcapital.com. View company contacts for 287 employees →

2 education records

Shuhan Lu education

FAQ

Frequently asked questions about Shuhan Lu

Quick answers generated from the profile data available on this page.

What company does Shuhan Lu work for?

Shuhan Lu works for Loop Capital Markets.

What is Shuhan Lu's role at Loop Capital Markets?

Shuhan Lu is listed as Trading Associate (Series7 and 52 and 63 and 79)- Fixed Income Division at Loop Capital Markets.

What is Shuhan Lu's email address?

AeroLeads has found 1 work email signal at @loopcapital.com for Shuhan Lu at Loop Capital Markets.

What is Shuhan Lu's phone number?

AeroLeads has found 2 phone signal(s) with area code 585 for Shuhan Lu at Loop Capital Markets.

Where is Shuhan Lu based?

Shuhan Lu is based in Greater Chicago Area, United States, United States while working with Loop Capital Markets.

What companies has Shuhan Lu worked for?

Shuhan Lu has worked for Loop Capital Markets, Simon Investment Fund, and Bank Of China.

Who are Shuhan Lu's colleagues at Loop Capital Markets?

Shuhan Lu's colleagues at Loop Capital Markets include Lou Segalini, Kristen Weiss Gookin, Paul Bonaguro, Kevin Straine, and Kevin Cleary.

How can I contact Shuhan Lu?

You can use AeroLeads to view verified contact signals for Shuhan Lu at Loop Capital Markets, including work email, phone, and LinkedIn data when available.

What schools did Shuhan Lu attend?

Shuhan Lu holds Master Of Science In Finance, Finance from University Of Rochester.

What skills is Shuhan Lu known for?

Shuhan Lu is listed with skills including Financial Analysis, Portfolio Management, Finance, Capital Markets, Leadership, Banking, Investments, and Strategic Financial Planning.

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