Tancy Lu
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Tancy Lu Email & Phone Number

Treasury Middle Office Associate at Bank of China USA
Location: New York, United States 9 work roles 2 schools
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Current company
Bank of China USA
Role
Treasury Middle Office Associate
Location
New York, United States
Company size
424 employees

Who is Tancy Lu? Overview

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Quick answer

Tancy Lu is listed as Treasury Middle Office Associate at Bank of China USA, a with 424 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Tancy Lu.

Tancy Lu previously worked as Financial Professional at Fortis Lux Financial and Business Development Specialist at Voiceout. Tancy Lu holds Master Of Science - Ms, Enterprise Risk Management, 3.85 from Columbia University In The City Of New York.

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Email format at Bank of China USA

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Bank of China USA

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Profile bio

About Tancy Lu

Tancy Lu is a Treasury Middle Office Associate at Bank of China USA.

Current workplace

Tancy Lu's current company

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Bank of China USA
Bank Of China Usa
Treasury Middle Office Associate
New York, NY, US
Website
bocusa.com
Employees
424
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Company profile
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9 roles

Tancy Lu work experience

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

Financial Professional

Fortis Lux Financial

New York, New York, United States

Organize financial planning session with over 100+ clients, conducting assessments of their financial goals, risk tolerance, and investment preferences to develop customized strategies. Design and implement personalized financial plans, delivering proactive financial advice on market trends, investment opportunities, and regulatory updates to help clients make informed decisions and reach long-term objectives.

Business Development Specialist

Voiceout

New York, New York, United States

Develop business proposals by conducting market trends research, competitor analysis, and financial risk modeling; Present business ideas to angel investors and venture capital partners, addressing inquiries and fostering confidence.

Financial Assistant

State Grid Corporation Of China

Shandong, China

Responsible for handling basic financial documentations, data entry, and report preparation, ensuring accuracy and compliance within company standards; Assisted in financial analysis and supported budgeting and forecasting to strength strategic financial planning; Prepared audit documentation and clarified records to maintain transparency and adherence with internal controls.

Dec 2023 - Feb 2024

Real Estate Agent

Nystudents.Net

New York, New York, United States

Utilized digital marketing strategies to optimize outreach and presented suitable residential availabilities to clients; Negotiated deals and facilitating paperwork including closing statements, contracts, purchase agreements, and leases.

Jan 2023 - May 2023

Financial Analyst

Hni Corporation

Iowa City, Iowa, United States

Applied DCF and other models to evaluate product lines, pinpointing a high-profit line that boosted HNI sales by 5%; Executed a capital structure optimization, enhancing HNI’s ROI by 18% through strategic adjustments in debt and equity financing, along with improved capital allocation. 2+ years of Private Mortgage Banking Sales experience,

Aug 2021 - Dec 2021

Financial Services Consultant

Hc Financial Service Group

Shandong, China

Advised clients on a diverse portfolio of company investment products (e.g., funds, insurances), by conducting thorough assessments of their financial conditions and investment goals; Monitored financial trends within the company and broader market patterns to inform strategic recommendations.

Apr 2021 - Jul 2021

Tax Preparer

Internal Revenue Service

Iowa City, Iowa, United States

Obtained Internal Revenue Service Certification of VITA and TCE after specialized training sessions; Offered one-on-one tax help to student employees, senior citizens, and others who need assistance in preparing own tax returns, assisted them on filling W-4, W-2, and 1040 tax forms with TaxWise system.

Feb 2020 - Apr 2020
Team & coworkers

Colleagues at Bank of China USA

Other employees you can reach at bocusa.com. View company contacts for 424 employees →

王 王永嘉 王永嘉 Colleague at Bank Of China UsaHarrison, New Jersey, United States View → SL Selina Li Selina Li Colleague at Bank Of China UsaNew York City Metropolitan Area, United States View → AA Aqsa Alam Aqsa Alam Colleague at Bank Of China UsaNew York City Metropolitan Area, United States View → FN Fatou Ndiaye Fatou Ndiaye Colleague at Bank Of China UsaLancaster, South Carolina, United States View → NB Nasrin Bataghva Nasrin Bataghva Colleague at Bank Of China UsaNew York, United States View → YH Yongjian Huang Yongjian Huang Colleague at Bank Of China UsaNew York, United States View → MS Mingyao Song-Allen Mingyao Song-Allen Colleague at Bank Of China UsaOld Bridge, New Jersey, United States View → LX Luona Xu Luona Xu Colleague at Bank Of China UsaJersey City, New Jersey, United States View → EL Ernest Li Ernest Li Colleague at Bank Of China UsaNew York, United States View → YM Yilanti Meng Yilanti Meng Colleague at Bank Of China UsaBeijing, China View →
2 education records

Tancy Lu education

FAQ

Frequently asked questions about Tancy Lu

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

What company does Tancy Lu work for?

Tancy Lu works for Bank of China USA.

What is Tancy Lu's role at Bank of China USA?

Tancy Lu is listed as Treasury Middle Office Associate at Bank of China USA.

Where is Tancy Lu based?

Tancy Lu is based in New York, United States while working with Bank of China USA.

What companies has Tancy Lu worked for?

Tancy Lu has worked for Bank Of China Usa, Fortis Lux Financial, Voiceout, State Grid Corporation Of China, and Nystudents.Net.

Who are Tancy Lu's colleagues at Bank of China USA?

Tancy Lu's colleagues at Bank of China USA include 王永嘉, Selina Li, Aqsa Alam, Fatou Ndiaye, and Nasrin Bataghva.

How can I contact Tancy Lu?

You can use AeroLeads to view verified contact signals for Tancy Lu at Bank of China USA, including work email, phone, and LinkedIn data when available.

What schools did Tancy Lu attend?

Tancy Lu holds Master Of Science - Ms, Enterprise Risk Management, 3.85 from Columbia University In The City Of New York.

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