Henry Lo Email & Phone Number
Vice President, Relationship Management @ U.S. Bank
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Henry Lo Location
- Houston, TX, US
Henry Lo Work
- Vice President, Relationship Management @ (December 2024 - Present)
- Vice President, Client Services @ (September 2023 - December 2024)
- Senior Associate, Financial Operations @ (October 2020 - May 2022)
- Associate, Investment Operations @ (December 2019 - October 2020)
- Senior Analyst, Investment Operations @ (January 2018 - December 2019)
- Analyst, Investment Operations @ (October 2016 - December 2017)
- Senior Operations Analyst @ (July 2014 - October 2016)
- Financial Analyst @ (January 2012 - April 2014)
- Corporate Trust Associate @ (May 2009 - December 2011)
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 6 emails and 2 mobile phone numbers on RocketReach.
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