Desmond Lum
About Desmond Lum
Desmond Lum is a Branch Manager Trainee specializing in mutual funds at Primerica in Vancouver, Canada. He holds a Bachelor of Science (Honours) in Business Management from King's College London and has a diverse background in consulting, marketing, and finance.
Work at Primerica
Desmond Lum currently serves as a Branch Manager Trainee in Mutual Funds at Primerica. He has been in this role since 2021, focusing on analyzing clients' needs and recommending mutual funds tailored to their investment and retirement planning goals. His responsibilities include executing client instructions for buying or selling mutual fund units, contributing to the financial planning services offered by Primerica.
Education and Expertise
Desmond Lum studied Business Management at King's College London, where he earned a Bachelor of Science (Honours) degree from 2018 to 2021. He is set to pursue a postgraduate degree in MSc Investment Management at City University in London, further enhancing his expertise in the financial sector.
Background
Desmond Lum has a diverse background in various roles related to finance and consulting. He worked as a Student Consultant at 180 Degrees Consulting at KCL for eight months in London, where he gained experience in client analysis. Additionally, he held positions as a Marketing Intern at Push Operations and as a Fundraising Events Intern at VGH & UBC Hospital Foundation in Vancouver.
Leadership Experience
Desmond Lum has demonstrated leadership skills through his role as President of the KCL Canadian and American Society (CanAm) from 2020 to 2021. He also served as Director of Finance at Enactus, where he contributed to the organization's financial management from 2019 to 2020. These positions reflect his ability to lead teams and manage financial operations effectively.
Previous Work Experience
Throughout his career, Desmond Lum has held various positions that have contributed to his professional development. He worked as a Leasing Assistant for FirstService Residential BC and completed an internship at Remedios & Company. His experiences span across different sectors, providing him with a well-rounded understanding of business and finance.