James Luu Email & Phone Number
Sr. Director of Portfolio Management @ CTC Consulting
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James Luu Location
- Portland, OR, US
James Luu Work
- Sr. Director of Portfolio Management @ (January 2023 - Present)
- Investment Advisor @ (March 2017 - January 2023)
- Investment Reporting Team Lead @ (January 2015 - March 2017)
- Senior Analyst, Investment Reporting @ (September 2010 - January 2015)
- Senior Credit Analyst @ Capital Pacific Bank (July 2008 - September 2010)
- Senior Associate @ (January 2004 - January 2008)
- Site Leader @ (January 2002 - January 2004)
James Luu Education
- University of California, Los Angeles
(Accounting)
2008-2010 - Linfield College
Bachelor's Degree (Finance)
2000-2004
James Luu Skills
- Portfolio Management
- Finance
- Analysis
- Banking
- Accounting
- Credit Analysis
- Investments
- Financial Analysis
- Asset Allocation
- Microsoft Excel
- Valuation
- Financial Modeling
- Management
- Leadership
- Microsoft Office
- Bloomberg
- Alternative Investments
- Equities
- Private Equity
- Audit
James Luu Summary
- James Luu, based in Portland, OR, US, is currently a Sr. Director of Portfolio Management at BMO Family Office. James Luu brings experience from previous roles at BMO Family Office, CTC | myCFO and Capital Pacific Bank. James Luu holds a 2008 - 2010 University of California, Los Angeles. With a robust skill set that includes Portfolio Management, Finance, Analysis, Banking, Accounting and more. James Luu has 3 emails and 2 mobile phone numbers on RocketReach.
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