Xinyue Lu

Xinyue (Jessie) Lu is a skilled data strategy analyst at Webull Financial, where responsibilities include processing data extraction requests and building risk analysis models using Python, SQL, and BI tools. Prior to this role, Xinyue served as a risk analyst, managing margin calls and collaborating with teams to address client concerns while conducting qualitative and quantitative financial analyses. Experience in risk management at Lions Financial involved research and developing valuation models for SBA 7(a) loans, while a financial analyst role at Joblogic-X Corporation focused on advanced financial analytics and quantitative modeling. Additional expertise includes accounting work at Accurate Accounting Associates and volunteer tax assistance at the University of Massachusetts Amherst. Xinyue holds a Master of Science in Risk Management from Columbia University and a Bachelor's degree in Accounting from the Isenberg School of Management, UMass Amherst.