Lulu Pan, CFA
Vancouver,BC
Summary
Focused and highly-motivated finance professional with a passion in portfolio management. Passed all three levels of CFA exams in 15 months while working full time. Currently scheduled to take the CFP exam in June, 2024. Excited by complex problems and dynamic challenges. Excellent communication and relationship-building skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Associate Advisor
RBC Dominion Securities
06.2021 - Current
- Create model portfolios and make asset allocation decisions
- Research securities and present findings and recommendations to PM for final approval.
- Helped transitioning the team from non-discretionary to discretionary in the past year.
- Prepare presentations for prospect discovery meetings, client review meetings and economic updates.
- Collect information and prepare materials for client wealth planning meetings.
- All admin tasks
Associate Producer
Massey Productions Ltd.
04.2013 - 04.2017
- Developed multiple film projects with producer Raymond Massey and went to China and Hong Kong on multiple trips to source financing.
- Worked on various Canadian and International films and TV series in the capacity of associate producer or assistant director.
- Notable titles include Meditation Park, The Birth of a Dragon, Phantom.
Education
Bachelor of Commerce - Finance
UBC Sauder School of Business
Vancouver, BC05.2021
Associate of Arts - Entertainment Business Management
Vancouver Film School
Vancouver, BC04.2012
Skills
- Investment research and analysis
- Portfolio management
- Client relationship management
- Presentations and public speaking
- Networking and relationship building
- Can read, write and speak Mandarin
Certification
- CFA Charterholder
- Licensed RR - Since Mar 2023
Timeline
Associate Advisor
RBC Dominion Securities
06.2021 - Current
Associate Producer
Massey Productions Ltd.
04.2013 - 04.2017
Bachelor of Commerce - Finance
UBC Sauder School of Business
Associate of Arts - Entertainment Business Management
Vancouver Film School
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