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Jerry Lo Location
Canada
Jerry Lo Work
2024 -now Chief Information Officer @
2022 -2024 Executive Vice President - M3 Ventures @
2021 -2022 Vice President @ Filogix, a Finastra Company
2018 -2021 Head of Partnerships @ OneClose Inc.
2016 -2017 Leader, Partner Market Strategy @
2012 -2016 Senior Director, Strategic Accounts @
2011 -2012 Senior Director, Broker Services @
2007 -2011 Director, National Accounts, Broker Services @
2001 -2007 Regional Sales Manager @ FiLogix
1992 -2001 Senior Sales Executive @ GUI Software Systems Corp.
Jerry Lo Education
York University
(Sociology / Business)
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. Jerry Lo holds a York University. 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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