Curt Lu Email & Phone Number
Financial Planner, Investment and Retirement Planning @ BMO
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Curt Lu Location
- Toronto, ON, CA
Curt Lu Work
- 2015 -now Financial Planner, Investment and Retirement Planning @
- 2007 -2015 Financial Services Manager @
- 2006 -2007 Customer Service Representative @
Curt Lu Education
- York University
Bachelor of Arts (B.A.) Honor (Economics)
Curt Lu Skills
- Banking
- Retail Banking
- Commercial Banking
- Credit
- Mortgage Lending
- Mutual Funds
- Credit Analysis
- Investments
- Credit Risk
- Loans
- Wealth Management
- Strategic Financial Planning
- Residential Mortgages
- Investment Strategies
- Investment Management
- Retirement Planning
- Accounting
- Equities
- Microsoft Office
- Microsoft Excel
- Customer Service
- Personal Financial Planning
Curt Lu Summary
- Curt Lu, based in Toronto, ON, CA, is currently a Financial Planner, Investment and Retirement Planning at BMO Financial Group. Curt Lu brings experience from previous roles at BMO Financial Group. Curt Lu holds a Bachelor of Arts (B.A.) Honor in Economics @ York University. With a robust skill set that includes Banking, Retail Banking, Commercial Banking, Credit, Mortgage Lending and more. Curt Lu has 2 emails and 1 mobile phone numbers on RocketReach.
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