Yan Lu

Yan (Lucia) Lu, CFA, is an Executive Director at Morgan Stanley, with a career spanning from August 2011 to the present. Previously, Yan served as a Project Consultant at Credit Suisse from September 2006 to August 2011, where responsibilities included preparing Basel II FINMA reports, conducting Risk Weighted Assets analysis, and collaborating with the New Business team on capital impact assessments. Yan also held positions as an Accounting Assistant at Jerome R. Rosenberg, Esq., CPA, and as an Intern at Ardour Capital Investments. Yan holds an MBA in Finance and Professional Accounting from Fordham Gabelli School of Business, completed between 2003 and 2006.