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    Helen Lu

    VP Institutional Equity Sales at Citi - Chartered Financial Analyst (CFA)

    Helen Lu, CFA, is an accomplished professional with a strong background in the financial services industry. With a demonstrated history of working in roles ranging from Investment Banking to Institutional Equity Sales, Helen possesses a diverse set of skills and experiences. Her expertise includes Analytical Skills, Sales & Trading, and proficiency in various programming languages such as VBA, Python, R, and MatLab/Octave. Helen holds an MBA from the University of Toronto - Rotman School of Management and a Bachelor's degree in Mathematics with a specialization in Financial Analysts & Risk Management from the University of Waterloo.