Alex Lu
About Alex Lu
Alex Lu is a Private Client Banker at Chase, where he has worked since 2016. He previously held positions at 24 Hour Fitness and U.S. Bank, and he studied at California State University, Fullerton.
Work at Chase
Alex Lu has been employed at Chase since 2016, serving as a Private Client Banker. In this role, he provides personalized banking services to high-net-worth clients, focusing on wealth management and financial planning. His experience at Chase spans over eight years, during which he has developed expertise in client relationship management and financial advisory services.
Previous Employment History
Before joining Chase, Alex Lu worked at 24 Hour Fitness as a Membership Consultant from 2013 to 2014. His responsibilities included managing member relations and promoting fitness programs. Following this role, he served as a Lead Teller at U.S. Bank from 2014 to 2015, where he oversaw daily operations and provided customer service in banking transactions.
Education and Expertise
Alex Lu studied at California State University, Fullerton. His educational background has contributed to his knowledge in finance and customer service, which he applies in his current role as a Private Client Banker. His academic experience supports his ability to understand complex financial products and services.