MA Financial Group
Ivy (Jingyi) Lu is a Business Operations Manager at MA Financial Group, where responsibilities include coordinating cross-functional teams for project delivery and training users for system adoption. Previous experience includes serving as Client Service Manager, managing a team to provide investor support, and facilitating a registry migration. Prior roles as a Wealth Manager at BMYG involved developing marketing strategies and tailored wealth management solutions for high-net-worth clients. At easyMarkets, Ivy held positions as Senior Dealer/Market Analyst and Dealer/Market Analyst, focusing on team management and market analysis. Earlier experience as Business Development Manager at Hujiang included recruiting educators and developing marketing plans. Ivy holds a Bachelor of Commerce in Accounting and Finance from the University of Sydney and completed coursework at UCLA.
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