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Jerry Lo Location
Canada
Jerry Lo Work
Chief Information Officer @ (July 2024 - Present)
Executive Vice President - M3 Ventures @ (August 2022 - September 2024)
Vice President @ Filogix, a Finastra Company (May 2021 - June 2022)
Head of Partnerships @ OneClose Inc. (August 2018 - May 2021)
Leader, Partner Market Strategy @ (June 2016 - April 2017)
Senior Director, Strategic Accounts @ (April 2012 - May 2016)
Senior Director, Broker Services @ (October 2011 - March 2012)
Director, National Accounts, Broker Services @ (January 2007 - October 2011)
Regional Sales Manager @ FiLogix (January 2001 - January 2007)
Senior Sales Executive @ GUI Software Systems Corp. (January 1992 - January 2001)
Jerry Lo Education
(Sociology / Business)
York University
Jerry Lo Skills
Relationship Management
Strategic Planning
Process Simulation
Mortgage Lending
Loans
Business Strategy
Strategic Partnerships
Management
Portfolio Management
Entrepreneurship
Financial Services
Business Analysis
Debt Consolidation
Strategy
Residential Mortgages
Sales
Start-ups
Leadership
Sales Management
Account Management
Customer Retention
Start Ups
Customer Satisfaction
Business Development
Negotiation
Refinance
Program Management
Marketing
Real Estate
Credit
Employee Training
Project Planning
Budgets
Sales Presentations
CRM
Selling
Jerry Lo Summary
Jerry Lo, based in Canada, is currently a Chief Information Officer at M3 Tech. Jerry Lo brings experience from previous roles at M3 Financial Group, Filogix, a Finastra Company, OneClose Inc. and D+H. With a robust skill set that includes Relationship Management, Strategic Planning, Process Simulation, Mortgage Lending, Loans and more. Jerry Lo has 1 emails and 1 mobile phone numbers on RocketReach.
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