James Lu is a well-educated professional who has excelled in the financial services industry. He studied Financial Analysis & Risk Management, along with Mathematics at the University of Waterloo. With his educational background and vast experience in the field, he has held several leadership positions in top-notch institutions such as MUFG Securities Canada, Coinsquare and Bank of America Merrill Lynch.

At Coinsquare, James worked as Director of Institutional Prime Services, where he managed counterparties and handled the firm's relations with financial institutions. He has also worked as Associate in Synthetic Products & Securities lending at Bank of America Merrill Lynch. James has also worked as a Vice President at UW Financial Analysis and Risk Management Student Association and spent time working as an Electronic Sales & Trading Co-op at Bank of America Merrill Lynch. Besides, He has been a Formerly Developer of Financial Engineering at Scotia Capital, where He had an essential role in building a proprietary derivatives platform.

As an expert in his profession, James is quite conversant with various financial instruments, institutional sales and trading, hedge fund investments and prime brokerage. He also has exceptional analytical, communication and management skills that he has demonstrated in both his academic and professional life.