Lu Yuan
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals.
Overview
9
9
years of professional experience
Work History
Financial Advisor
Self Employed
09.2021 - 09.2025
- Cultivated client relationships through regular communication and financial education workshops.
- Developed personalized financial plans to meet clients' specific goals and needs.
- Analyzed market trends to provide informed investment recommendations for clients.
Interior Cabinet Designer
Design
09.2019 - 05.2020
- Designed custom cabinetry solutions tailored to client specifications and preferences.
- Utilized CAD software to create detailed designs and layouts for cabinetry installations.
Interior Designer
Share Tea Interior Design
11.2017 - 02.2018
- Attended trade shows to stay informed about emerging products/materials relevant to the interior design industry.
- Improved learning of junior designers by mentoring on best practices in interior design and client management.
- Liaised with architects and construction teams to ensure seamless integration of interior design elements into building plans.
Furniture Sales
Home Quarters Furnishings
01.2017 - 10.2017
- Boosted furniture sales during promotional events, by creating engaging displays that attracted customer attention.
- Increased furniture sales by implementing effective marketing strategies and innovative product displays.
Education
Diploma - Interior Design
The Art Institute of Vancouver
Vancouver, BC06-2015
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
Languages
English
Chinese (Mandarin)
Timeline
Financial Advisor
Self Employed
09.2021 - 09.2025
Interior Cabinet Designer
Design
09.2019 - 05.2020
Interior Designer
Share Tea Interior Design
11.2017 - 02.2018
Furniture Sales
Home Quarters Furnishings
01.2017 - 10.2017
Diploma - Interior Design
The Art Institute of Vancouver
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