Jack (Zhujie) Lu has extensive work experience in the financial industry. Jack (Zhujie) is currently working as a Vice President at Wave Digital Assets since September 2023. Prior to this, they were an Associate at the same company from February 2022 to August 2023, and an Analyst from August 2020 to February 2022.
Before joining Wave Digital Assets, Jack worked as an Investment Advisor Representative at Mutual of Omaha from October 2019 to July 2020, where they provided investment and risk diversification advice to clients' portfolios.
Jack (Zhujie) also worked as a Senior Fixed Income Analyst Assistant at PING AN in 2018, where they analyzed the Chinese economy, fiscal and monetary policy, and conducted fundamental credit and economic research on industries and companies.
Furthermore, Jack had a tax intern role at EY in 2016, where they calculated and verified deferred tax assets and liabilities for clients' companies.
Overall, Jack Lu has a diverse range of experience in roles ranging from investment advising, fixed income analysis, and taxation.
Jack (Zhujie) Lu received a Bachelor's Degree in Statistics from UC Santa Barbara, where they studied from 2015 to 2019. Additionally, they obtained certifications in Series 63, Series 65, and Series 7 from FINRA.
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