Linmei Lu
Vice President at Citistar Financial
Based in Markham, Canada
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Seniority
Vp
Department
General Business & Management
Location
Markham
Industry
Insurance
Company size
186
Contact information
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l•••••••@citistarfinancial.com
Phone
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Background
About Linmei Lu
Passed CFA level 1 exam, passed Branch Compliance Officer (BCO) exam • Completed the Canadian Life License Qualification Program (LLQP) and CSC 1 & 2, registered to sell mutual funds in Canada • Post Graduate Diploma in Financial Planning, George Brown College • More than ten years’ customer service and sales experience, more than 10 years’ Mutual Fund service experience • Editing experience of financial articles in a newspaper attributed to enhanced knowledge of financial market • Proficiency in Microsoft Office and money management software (Quicken) • Outstanding communication skills in English, Mandarin and Cantonese
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