Lucy So Overview
- Firm
- Nicola Wealth
- Primary Position
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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
Address
- 1508 West Broadway
- Suite 500
- Vancouver, British Columbia V6J 1W8
- Canada
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
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Who is Lucy So?
Ms. Lucy So serves as Vice President Institutional Sales & Client Relationship Manager at Nicola Wealth.
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How much does Lucy So typically invest?
Lucy So's median deal size is
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What is Lucy So’s main position?
Lucy So’s primary position is Vice President Institutional Sales & Client Relationship Manager.
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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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