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
- 2023 -now Sr. Director of Portfolio Management @
- 2017 -2023 Investment Advisor @
- 2015 -2017 Investment Reporting Team Lead @
- 2010 -2015 Senior Analyst, Investment Reporting @
- 2008 -2010 Senior Credit Analyst @ Capital Pacific Bank
- 2004 -2008 Senior Associate @
- 2002 -2004 Site Leader @
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 2 emails and 2 mobile phone numbers on RocketReach.
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