William Lu

William Lu

Fidelity Investments

Role
Retirement Specialist at Fidelity Investments
Location
New York, NY, US
LinkedIn followers
500 followers

About William Lu

Financial professional with a strong interest in financial planning and analysis. Constantly seeking opportunities where I can apply and continuously develop my analytical, technical, and interpersonal skills.

Experience

  1. Retirement Specialist

    Fidelity Investments

    Jun 2022 — Present · Jacksonville, FL, US

Education

  • UCLA

    Bachelor of Arts - BA, Economics

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

William Lu — Retirement Specialist at Fidelity Investments in New York, NY, US | Unifers