Lucy Huang
About Lucy Huang
Lucy Huang is a Trust Operations Officer at Creative Planning with over thirty years of experience in the financial banking industry, specializing in accounting. She has held various positions at notable financial institutions, including Ameriprise Financial Services and JPMorgan Chase & Co.
Work at Creative Planning
Lucy Huang has been serving as a Trust Operations Officer at Creative Planning since 2022. In this role, she is responsible for overseeing trust operations and ensuring compliance with regulatory requirements. Her extensive experience in the financial banking industry supports her ability to manage complex processing systems effectively. Based in Kansas, she contributes to the firm's commitment to providing high-quality financial services.
Previous Experience in Financial Services
Prior to her current position, Lucy Huang worked as a Trust Operations Analyst at Ameriprise Financial Services, LLC for five months in 2021-2022. She also held various roles at JPMorgan Chase & Co., including Equities - Accountant and Suspense Accountant, accumulating significant experience in trust accounting. Additionally, she worked at RBC Capital Markets as a Trust Accounting Assistant for six years, further enhancing her expertise in the field.
Education and Expertise
Lucy Huang studied at Goldey-Beacom College, where she earned an Associate Science degree in Accounting from 2000 to 2004. Her educational background, combined with over thirty years of experience in the financial banking industry, equips her with strong analytical, research, and problem-solving skills. She demonstrates proficiency in desktop, spreadsheet, and database applications, which are essential for her role in trust operations.
Background in Trust Accounting
Throughout her career, Lucy Huang has developed a deep understanding of trust accounting and the interrelationships of general ledger systems. She has worked in various capacities, including as a Sr. Trust Accountant at WSFS Bank and as an Adjustment Researcher at Chemical Bank. Her experience spans multiple institutions, allowing her to gain insights into diverse operational frameworks within the financial sector.
Skills and Competencies
Lucy Huang possesses strong skills in analyzing, researching, and reporting within complex processing systems. Her ability to navigate and resolve issues in trust operations is complemented by her extensive knowledge of accounting principles. This skill set enables her to contribute effectively to her current role and to the broader financial services industry.