Jack Lo Email & Phone Number
Senior Associate, Wealth Management Group @ Dimensional Fund Advisors
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Jack Lo Location
- Hong Kong
Jack Lo Work
- 2022 - now Senior Associate, Wealth Management Group @
- 2021 - 2022 Vice President, Investment Advisory @ LCA Solutions Limited
- 2019 - 2021 Investment Management (Private Banking Mandates) @
- 2017 - 2019 Equity Specialist @
- 2013 - 2017 Associate Director, Retail and Intermediary Business, Asia @
- 2010 - 2013 Distribution and Business Development @
- 2010 - 2010 Client Account Executive @
Jack Lo Education
- The University of Hong Kong
Economics & Finance (Economics & Finance)
- St. Paul's College
Jack Lo Skills
- Mutual Funds
- Investments
- Investment Products
- Investment Strategies
- Product Marketing
- Data Analysis
- International Sales
- Institutional Clients
- Distribution
- New Business Development
- Client Services
- Client Relationship Building
- Finance
- Banking
- Portfolio Management
- Equities
- Business Development
- Trading
- CRM
- Institutional Investments
- Asset Management
- Financial Markets
- Management
- Asset Allocation
- Securities
- Microsoft Word
- Microsoft Excel
- Customer Service
- Strategy
- Microsoft Office
Jack Lo Summary
- Jack Lo, based in Hong Kong, is currently a Senior Associate, Wealth Management Group at Dimensional Fund Advisors. Jack Lo brings experience from previous roles at LCA Solutions Limited, Credit Suisse, HSBC and Vanguard. Jack Lo holds a Economics & Finance in Economics & Finance @ The University of Hong Kong. With a robust skill set that includes Mutual Funds, Investments, Investment Products, Investment Strategies, Product Marketing and more. Jack Lo has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Dimensional Fund Advisors Employees
Steve Clark
President, Dimensional International
Austin, TX, US
Jeremy James
Vice President, Head of Platform Engineering
Austin, TX, US
Cory Riedberger
Vice President
Austin, TX, US
Bernard Grzelak
Chief Financial Officer and Vice President
Austin, TX, US
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