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Susan Luo, CFA

Advisor Greater Boston Area, US

Investor and Advisor; Previously Head of Global Business Development for Risk & Trading Analytics at State Street Global Exchange.

Investor and Advisor; Previously Head of Global Business Development for Risk & Trading Analytics at State Street Global Exchange.

3 vouches

Involved In


Banks and Asset Managers


Principal Consultant and Owner Scotch Pine Capital April 2016 - present
Senior Vice President, Enterprise Risk Management State Street 2015 - 2016
Senior Vice President, State Street Global Exchange State Street 2012 - 2015
Vice President, Global Strategy State Street 2007 - 2012
Senior Project Manager HSBC 2005 - 2007
Owner Retail Chocolate Cafe / Catering Business 2003 - 2005
Management Consultant A.T. Kearney 2000 - 2003
Financial Analyst China Resources (Holdings) Co 1993 - 1997


University of Virginia Darden School of Business 1998 - 2000
University of International Business and Economics International Finance 1989 - 1993

Interested In

Markets of Interest
  • • Data & Analytics
  • • Financial Services

You Should Know About Me

Key Strengths

Product strategy • Go to market strategy • Business Development • Commercialization • Fintech

Key Accomplishments

Senior business executive with extensive financial services expertise. Adept at developing risk and liquidity management framework, board level risk appetite reporting, stress testing scenario design and regulatory remediation program management. Proven track record of building and managing a data and analytics business, driving rapid revenue growth and new product launches. Persuasive, entrepreneurial, results focused. Skilled negotiator with an emphasis on cultivating relationship and building consensus among diverse individuals.

Core Competencies / Consulting Capabilities:
• New product launch and commercialization
• Customer acquisition and retention
• Market opportunity assessment
• JV and strategic partnership

• Risk appetite statement, limits and reporting
• CCAR scenario design and stress testing
• Recovery and resolution plan
• Asset manager liquidity management framework

How I like to work with people As a Cofounder

I am a firm believer in execution - ideas are a dime a dozen, it's about execution. My strength is to identify market opportunities and position the offerings to client needs. I'm looking for founders with solid product and service, proven track record of execution, who's willing to take one step at a time and not dream about "making it big overnight".

As an Advisor

As an advisor, I will ask questions. Be brutally honest so you are clear about potential risk down the road and work on a plan to handle it. Set a vision, break it down to incremental targets and focus on making progress every step of the way.

Vouches Received

Vouches Given

Think Susan is awesome?
Vouch for them.

Alfredo Achecar
We worked together  •  Assistant Vice President, State Street. Previously Assistant Vice President, State Street Global Exchange.
Susan is extremely focused and engaged in her approach to solving problems. She brings to bear a strong analytical background coupled with ... real world entrepreneurial experiences both at the startup level and within larger organizations having driven strategy, business development and risk management initiatives. She would be a valuable asset to any team.
Alistair Lowe
We worked together  •  Senior Advisor to the Investment Committee, Alpha Simplex. Previously Consultant / Special Advisor, Multiple Companies.
Great analytical, and then has drive to execute, with strong communication skills
Liz Cheng
We worked together  •  GM of WGBH-2, WGBX-44, 'GBH Kids, WORLD Channel, a nat'l multicast channel, WGBH. Brown grad.
Susan is a highly respected advisor and strategist in the world of finance and investments. She is super-smart, extremely savvy, experienced ... , very knowledgeable, highly sophisticated in her insights, hard-working and very attuned to the needs of her clients. I cannot recommend her more highly.