Lucy So Overview

  • Primary Position
  • Vice President...

Lucy So General Information

Biography

Ms. Lucy So serves as Vice President Institutional Sales & Client Relationship Manager at Nicola Wealth. Ms. So brings more than 12 years of experience in the wealth management and finance industry. Previously at Connor, Clark & Lunn Investment Management, she had a focus on institutional client relationships as Vice President, Business Development where she enhanced the firm's product development capabilities and managed relationships with key clients. She is a graduate of the University of Alberta's School of Business and is a Chartered Financial Analyst (CFA).

Contact Information

Primary Position
Vice President Institutional Sales & Client Relationship Manager, Nicola Wealth
Education
University of Alberta, Graduate
Gender
Female
Email
lu
Phone
+1 (236)
Address
  • 1508 West Broadway
  • Suite 500
  • Vancouver, British Columbia V6J 1W8
  • Canada
+1 (604)

Lucy So Positions (1)

Firm name Firm type Title Location Industry Since
Nicola Wealth Limited Partner Vice President Institutional Sales & Client Relationship Manager Vancouver, Canada Wealth Management Firm

Lucy So FAQs

  • Who is Lucy So?

    Ms. Lucy So serves as Vice President Institutional Sales & Client Relationship Manager at Nicola Wealth.

  • How much does Lucy So typically invest?

    Lucy So's median deal size is .

  • What is Lucy So’s main position?

    Lucy So’s primary position is Vice President Institutional Sales & Client Relationship Manager.

  • What are the contact details for Lucy So?

    Lucy So’s email address is lu and his phone number is +1 (236) .

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