Amy Lu

Role
Preferred Banker at First Republic
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Amy Lu

A highly self-motivated and driven individual with a mission to change the world and the…

Experience

  1. Preferred Banker

    First Republic

    May 2021 — Present

    Personal banking experience includes, but not limited to: individuals, JTWROS, revocable/irrevocable trusts, estates, tenants-in-common, court-ordered accounts- Business banking experience includes, but not limited to: Venture Capitals, Corporations(C-Corp/S-Corp), LLCs, IOLTAS, Client Trust Accounts, HOAs, Non-Profits.

Education

  • The Hong Kong University of Science and Technology

    School of Business and Management

    2018 — 2018

  • University of California, Santa Cruz

    Bachelor of Arts - BA

    2015 — 2019

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Amy Lu — Preferred Banker at First Republic in San Francisco, CA, US | Unifers