Jefferies
Jennifer Lu is a seasoned finance professional currently serving as Managing Director at Jefferies since October 2023. Prior experience includes holding the position of Director at Credit Suisse from January 2019 to October 2023, and serving as Executive Director and Vice President at Moelis & Company between October 2015 and December 2018. Jennifer was also a Vice President at Stanwich Advisors LLC from May 2013 to July 2015, Senior Associate at Forum Capital Partners from September 2008 to May 2013, and Investment Analyst at HRJ Capital from August 2007 to August 2008. Early career experience features roles as Analyst at UBS Investment Bank and Bank of America, focusing on Corporate Debt Products. Jennifer holds a BBA in Finance from The University of Texas at Austin, attained in 2005.
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Jefferies
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Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.