Vivian Lu is a seasoned financial professional with extensive experience in wealth strategy and client service, having served in various capacities at UBS from April 2019 to June 2023, including Wealth Strategy Associate, Registered Client Service Associate, and Risk Team Lead. Prior to UBS, Vivian worked at KCAL Insurance Agency from October 2014 to November 2017, where roles included Group Health Manager, Group Health Associate, and Branch Leader. Currently pursuing a Master of Business Administration (MBA) at the University of California, Berkeley, Haas School of Business, with an expected graduation in May 2027, Vivian also holds a Bachelor of Science in Business Administration with a focus in Finance from USC Marshall School of Business.
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