Anna Lu

Anna Lu

Financial Advisor Assistant @ Transamerica

About Anna Lu

Anna Lu is a Financial Advisor Assistant currently employed at Transamerica in Chicago, where she has worked since 2016. She holds Master's Degrees in Medical and Business from the University of Illinois at Chicago and in Endocrine and Metabolic Disease from China Medical University, and has published three research papers in her field.

Work at Transamerica

Currently, Anna Lu serves as a Financial Advisor Assistant at Transamerica, a position she has held since 2016. In this role, she supports financial advisors in managing client accounts and provides assistance in financial planning. Her experience in this capacity spans over eight years, during which she has developed a strong understanding of financial products and client relationship management.

Previous Experience in Real Estate Marketing

Before her tenure at Transamerica, Anna Lu worked as a Marketing Assistant at Jameson Sotheby's International Realty from 2015 to 2016. During her 11 months in this role, she contributed to marketing strategies and client engagement efforts in the real estate sector while based in Chicago.

Education and Expertise

Anna Lu has an extensive educational background. She earned a Master’s Degree in Medical and Business from the University of Illinois at Chicago, studying there from 2015 to 2016. Prior to that, she obtained a Master’s Degree in Endocrine and Metabolic Disease from China Medical University, where she studied from 2012 to 2015. Her academic training equips her with a unique blend of medical knowledge and business acumen.

Clinical Internship Experience

Anna Lu completed a three-year clinical internship at The First Hospital of China Medical University, one of the top hospitals in China. This experience provided her with hands-on exposure to clinical practices and patient care in a high-caliber medical environment, contributing to her expertise in the field of health sciences.

Research Contributions in Endocrine and Metabolic Diseases

During her research tenure in China, Anna Lu conducted research at one of the country's top five Endocrine and Metabolic labs. She published three research papers in the field of Endocrine and Metabolic diseases, showcasing her contributions to advancing knowledge in this specialized area of medicine.

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