Caleb Lu
About Caleb Lu
Caleb Lu is a Trading Solution Specialist at TD Ameritrade with a background in marketing and financial services.
Current Role at TD Ameritrade
Caleb Lu presently holds the position of Trading Solution Specialist at TD Ameritrade. In this role, which he has held since 2019, he is responsible for providing specialized trading solutions to clients. This position demands a strong knowledge of trading platforms and customer service skills to assist clients in navigating their investments and trading activities.
Previous Experience at TD Ameritrade
Prior to his current role, Caleb Lu worked in various positions at TD Ameritrade. From 2018 to 2019, he served as a Bilingual Financial Representative in Southlake, Texas, providing financial advice to a diverse clientele. Before that, he was an Investor Services Trainee for two months in 2018, also in Southlake, Texas, where he gained foundational experience in investor services.
Other Professional Experience
Caleb Lu has a diverse professional background outside of TD Ameritrade. He worked as a Telesales representative at Verizon for four months from 2016 to 2017, where he was involved in direct sales over the phone. Additionally, he served as a Marketing Intern at EarthWater in Addison, TX for ten months from 2015 to 2016, where he contributed to marketing campaigns and initiatives.
Educational Background
Caleb Lu studied at The University of Texas at Dallas from 2013 to 2016, earning a degree in Marketing. His education focused on Marketing/Marketing Management, General. Prior to that, he studied Business Administration and Management, General at Austin Community College from 2011 to 2013, where he laid the foundation for his career in business and marketing.