Henry Lo Location
- Houston, TX, US
Henry Lo Work
- 2024 - now Vice President, Relationship Management @
- 2023 - 2024 Vice President, Client Services @
- 2020 - 2022 Senior Associate, Financial Operations @
- 2019 - 2020 Associate, Investment Operations @
- 2018 - 2019 Senior Analyst, Investment Operations @
- 2016 - 2017 Analyst, Investment Operations @
- 2014 - 2016 Senior Operations Analyst @
- 2012 - 2014 Financial Analyst @
- 2009 - 2011 Corporate Trust Associate @
Henry Lo Education
- The University of Texas at Austin
Henry Lo Skills
- Financial Analysis
- Portfolio Management
- Finance
- Investments
- Account Reconciliation
- Due Diligence
- Accounting
- Mutual Funds
- Equities
- PowerPoint
- Auditing
- Securities
- Internal Controls
- Analysis
- Marketing
- Series 7
- Management
- Microsoft Excel
- Agile Project Management
- Microsoft PowerPoint
- Operations
- Corporate Trust
Henry Lo Summary
- Henry Lo, based in Houston, TX, US, is currently a Vice President, Relationship Management at U.S. Bank. Henry Lo brings experience from previous roles at BNY Mellon, Jordan Park Group and ICONIQ Capital. Henry Lo holds a The University of Texas at Austin. With a robust skill set that includes Financial Analysis, Portfolio Management, Finance, Investments, Account Reconciliation and more. Henry Lo has 4 emails and 2 mobile phone numbers on RocketReach.
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