Lule is a leading personal finance, retirement and long-term investing expert. An advocate for financial and retirement solutions that rely on a mix of digital and human guidance, she believes in empowering individuals—especially women and minorities—to independently drive their own financial futures. As Managing Director of Investment Products and Guidance at TD Ameritrade, Lule leads the development of investment products and services utilizing managed money, ETFs, mutual funds, search tools and investment planning technology.
Her strong background in financial services includes areas like client services, product development, and product management. Her experience dates back several years with companies like Morgan Stanley, J.P. Morgan, and Merrill Lynch.
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for thinkMoney ®
Financial Communications Society 2016
for Ticker Tape
Content Marketing Awards 2016
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