Alan Lu, CFA

Alan is Level Five’s Senior ALM Analyst, a position he has held since 2006.

He is responsible for developing and maintaining ALM models, analyzing and reporting interest rate risk and liquidity risk as well as making recommendations to manage risks for credit unions. Alan’s extensive knowledge and experience in financial risk management brings great value to credit unions in the asset and liability management area.  He is currently providing financial risk management support of more than 30 credit union clients.

Alan has his CFA and FRM designations. He also has a Masters in Commerce from the University of Auckland, New Zealand.