Joanna Lau

Joanna Lau has a diverse work experience spanning several industries. Joanna is currently a Senior Customer Success Manager at IntelligenceBank, starting in March 2022. Prior to this role, they worked at LSEG (London Stock Exchange Group) as a Customer Success Manager from October 2018 to February 2022. In this role, they were responsible for developing and maintaining client relationships and identifying upselling opportunities, resulting in high customer satisfaction and increased client retention. Joanna also conducted product training for over 100 clients across different asset classes. Before LSEG, Joanna worked at Thomson Reuters as a Relationship Manager for five years, from October 2013 to October 2018. In this role, they cultivated strong client relationships, generated sales leads, and conducted product training, contributing to consistent revenue growth. Before that, they held the position of Associate at Coutts, a subsidiary of RBS (Private Banking) from October 2012 to January 2013. In this role, they supervised the Banking Products and Treasury Services team and acted as a liaison between counterparties, dealers, and private bankers. Joanna also established a robust internal control system to mitigate risk exposure. Joanna also has experience as a Corporate Actions Analyst at Northern Trust (Hedge Fund Services) from April 2012 to August 2012. Prior to that, they had roles as a Valuation Analyst and Security Pricing Analyst at Royal Bank of Canada and Dexia from November 2010 to March 2012 and October 2009 to November 2010, respectively. In these roles, they verified trade bookings, responded to stakeholder inquiries, and participated in projects to improve processes and accuracy. Joanna began their career as an Associate at Russell Investments from February 2008 to October 2009.

Joanna Lau has a degree in Industrial Design and Project Management from UNSW. Joanna also holds a diploma in Financial Services from Kaplan Professional, with a focus on Financial Planning and Financial Services. The specific start and end years for these educational experiences are not provided.