Betterment
Lucy Wu is an accomplished professional with a diverse background in data analysis and personal training. Currently serving as the Lead Analyst at Betterment since September 2022, Lucy previously held the position of Senior Data Analyst at obé Fitness, following roles as a Tier 3 Personal Trainer at Equinox and a Personal Trainer at Blink Fitness. Prior to this, Lucy gained significant experience at IBM as a Senior Consultant, specializing in data analysis, automation, and financial optimization, while also holding a Public Trust Security Clearance. In earlier roles, Lucy contributed as a Business Transformation Consultant at the University of Virginia and as an Investment Analyst Intern at ValueAct Capital. Lucy holds a Bachelor's Degree in Finance from the University of Virginia, completed in 2018.
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Betterment
26 followers
Betterment is the largest independent digital investment advisor, offering investing and retirement solutions alongside their everyday services for spending and saving. Since 2010, Betterment has had one mission: to make people's lives better with easy-to-use, personalized investment solutions. Using cutting-edge technology, they empower hundreds of thousands of customers to manage their money – for today, tomorrow, and someday – with expert advice; automated money management tools; and tax-smart strategies designed to keep taxes low.