David Lo Email & Phone Number

Strategic Advisor

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David Lo Location

California, United States

David Lo Work

Strategic Advisor @ Self-employed (April 2024 - Present)
Chief Strategy Officer (CSO) @ (July 2024 - June 2026)
SVP Strategy and Operations @ (August 2022 - December 2023)
Vice President Operations @ (August 2019 - August 2022)
Vice President of Customer Success and Business Operations - Small Business Group @ (August 2014 - August 2018)
Director, Care Systems, Data, and Insights – Small Business Group @ (August 2011 - August 2014)
Director of Product Management - Intuit Payment Solutions @ (August 2010 - August 2011)
Director, Product Management | Progressive Product Management Leadership Roles @ (August 1999 - August 2010)
Product Manager @ IBM - Lotus Software (January 1998 - January 1999)

David Lo Education

Questrom School of Business, Boston University
MBA & MS-MIS
SUNY Geneseo
Bachelor of Science - BS (Management Science)
Stuyvesant High School

David Lo Skills

AI Strategy
Agile Methodologies
Agile Project Management
Analytics
Artificial Intelligence (AI)
Budgeting
Business Alliances
Business Planning
Business Process Efficiency
Business Process Improvement
Business Process Re-engineering
Business Strategy
Business Transformation
Change Management
Cloud Computing
Competitive Analysis
Cross-functional Team Leadership
Customer Experience
Customer Insight
Customer Retention
Customer Success
E-commerce
EBITDA Growth
Electronic Payments
Employee Engagement
Enterprise Data
Enterprise Software
Go-to-Market Strategy
Growth Strategies
High Performance Teams
Large-Scale Operations
Management
Merchant Services
Mergers & Acquisitions
Mergers & Acquisitions (M&A)
Mobile Commerce
Mobile Payments
Net Promoter Score
Operational Efficiency
Operational Excellence
Operations Management
Partner Management
Payment Card Processing
Payment Services
Payments
Pricing Strategy
Private Equity
Product Launch
Product Management
Program Management
Project Portfolio Management
RevOps
SaaS
Salesforce.com
Software Design
Software Development Life Cycle (SDLC)
Software Product Management
Software as a Service (SaaS)
Strategic Partnerships
Strategic Planning
Strategy
Value Creation
Voice of the Customer
Web Applications
Mobile Applications
Financial Services
Product Marketing
Mobile Devices
Business Intelligence
Start-ups
Leadership
Executive Management
Product Requirements
ACH
Multi-channel Marketing
Operations
Training
Multi Channel Marketing
Process Improvement
Start Ups
Go to Market Strategy
Cross Functional Team Leadership
E Commerce
Software
Technology
Microsoft Excel
Software as a Service Saas
Large Scale Operations
Mergers and Acquisitions
Software as a Service

David Lo Summary

David Lo, based in California, United States, is currently a Strategic Advisor at Self-employed. David Lo brings experience from previous roles at CivicPlus, AppFolio, Inc. and Intuit. David Lo holds a MBA & MS-MIS @ Questrom School of Business, Boston University. With a robust skill set that includes AI Strategy, Agile Methodologies, Agile Project Management, Analytics, Artificial Intelligence (AI) and more. David Lo has 3 emails and 1 mobile phone numbers on RocketReach.