Karen Lugo
About Karen Lugo
Karen Lugo is the Financial Controller at Jefferies with extensive experience in various financial roles and a background in international business and finance.
Title
Karen Lugo serves as a Financial Controller at Jefferies, a role she has held since 2021. With extensive experience in various financial roles, Karen has established herself as a skilled professional in the finance sector.
Career at Jefferies
Karen Lugo's career at Jefferies began in 2019, and she has held multiple positions within the company. These roles include Investment Banking Controller (2019-2020), Equities Controller (2020), Asset Management Controller (2020), Global Financial Planning Analyst (2020-2021), Balance Sheet Controller (2021), and currently, Financial Controller since 2021.
Previous Work Experience
Before her career at Jefferies, Karen Lugo gained valuable experience through various internships and roles. She worked as a Finance Accounting Intern at The Knot Standard in 2019, a Technical Accounting Intern and Product Control: FI Credit Intern at Barclays in 2018, Wealth Management Intern at Bank of America Merrill Lynch in 2017, and Fellowship at America Needs You from 2016 to 2018. She also interned at Weissman Center for International Business, Weil, Gotshal & Manges LLP, NYU Robert F. Wagner Graduate School of Public Service, and PENCIL, Inc.
Education and Degrees
Karen Lugo studied International Business and Finance at Baruch College, City University of New York (CUNY) and earned a Bachelor's Degree from 2015 to 2019. She also attended Universidad Carlos III de Madrid for a year from 2018 to 2019. Additionally, she graduated from Community School for Social Justice with a High School diploma in General Studies from 2011 to 2015.