Willis Lu Email and Phone Number
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Willis Lu personal email
Machine Learning Scientist at Money Mart
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 246787
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Quantitative AnalystWells Fargo Sep 2022 - PresentDallas, Texas, United States
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Machine Learning ScientistDfc Global Corp May 2021 - Sep 2022
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StudentCarnegie Mellon University Aug 2020 - May 2021Greater Pittsburgh AreaStatistical Practice -
Analytic ConsultantWells Fargo Jun 2019 - Nov 2020Remote• High Risk Customer Analytics (HRCA): As part of the HRCA team, I was in charge of the Customer Analytics and Alerting Platform (CAAP) model. CAAP generates alerts on Wells Fargo’s high-risk customers (high chance of money laundering, cash structuring, drug trafficking, and other financial crimes) based on risk factors that are designed to catch suspicious activity in order to stay compliant with the Bank Secrecy Act. The CAAP Model was written using a combination of SAS and SQL. Roughly 3.5% of alerts generated by CAAP resulted in Unusual Activity Reports.• Model Automation: Automated several models including the CAAP model to run on UNIX via a remote server. CAAP typically would take several days to run and now runs in just a few hours.• Model Development Document (MDD): Made the CAAP model official by writing an MDD for Wells Fargo’s Center of Model Excellence
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Sector HeadUnc Portfolio Management Team Oct 2015 - Jun 2018Unc Chapel HillLeadership: Managed a $50,000 portfolio consisting of 11 sectors. Oversaw 3 junior analysts as sector head.Stock Pitching: Analyzed public comparables and utilized discounted cash flow analysis to price equities. Utilized Bloomberg and Factset to research equities and create stock pitches. Purchased Facebook (51% return since purchase), Oracle (20% return), and PayPal (97% return) from 2015-2016.Research: Collaborated with sector to create weekly technology updates to present to entire team. Covered topics such as major M&A deals, potential investments, and technology trends which yielded trade ideas -
AmbassadorUnc Office Of Undergraduate Research Aug 2015 - Jun 2018Chapel HillPresented research to upcoming students to encourage them to get involved in undergrad research.Answer any questions undergrads have about research.
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Summer Intern TemporaryAlan B. Lancz & Associates, Inc. Jun 2017 - Aug 2017Toledo, Ohio AreaPortfolio Management: Assisted Senior Portfolio Manager in creation and management of portfolios for three clients. Met with clients and customized portfolios based on client’s risk appetite and investment goals.• Real Estate: Oversaw a $500,000 commercial property and managed lease-up and property maintenance. Aided in real estate due diligence, sale, and purchase of various properties that investors owned.• Research: Conducted research on various equities, mutual funds, REITs, and other investment vehicles for portfolio addition -
VolunteerProvidence High School French Club Aug 2010 - Jul 2014Christmas Gift Drive - Donated gifts to those in need. I bought gifts for some and helped to deliver the gifts. 50-100 gifts donated per year.Thanksgiving Basket Drive - Donated food and helped to deliver it to those in need. 13 baskets per year.
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VolunteerCharlotte Public Library Oct 2012 - Oct 2013CharlotteShelve Books, Clean shelves, build book lists, help decorate the library. Help patrons find books.
Willis Lu Skills
Willis Lu Education Details
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Statistical Practice
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Business/Mds -
Providence High School
Frequently Asked Questions about Willis Lu
What company does Willis Lu work for?
Willis Lu works for Wells Fargo
What is Willis Lu's role at the current company?
Willis Lu's current role is Machine Learning Scientist at DFC Global Corp.
What is Willis Lu's email address?
Willis Lu's email address is wl****@****mfs.com
What schools did Willis Lu attend?
Willis Lu attended Carnegie Mellon University, University Of North Carolina At Chapel Hill, Providence High School.
What are some of Willis Lu's interests?
Willis Lu has interest in Celebrity News, Investment Banking, Marketing, Social Networking, See Less, Spongebob Squarepants, Basketball, Trombone, Arts And Culture, Geology.
What skills is Willis Lu known for?
Willis Lu has skills like Microsoft Office, Team Management, Online Advertising, Blogging, Piano Performance, Typing, Mathematics, Trombone, Research, Arcgis, Sas, Bloomberg.
Who are Willis Lu's colleagues?
Willis Lu's colleagues are Shubham Mohanty, Daniel Hou, Vijaya Vardhan Tummalapalli, Derek G., Steve S., Laura Roman, Allyson Berryman.
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