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Kevin Lui Location
New York, NY, US
Kevin Lui Work
2024 -now Customer Experience Manager @
2019 -2022 Program Delivery Lead, Customer Experience (CX) @
2022 -2024 Leader, Data and Analytics @
2018 -2019 Business Management Lead, Cards and Payments COO @
2014 -2017 Market Business Manager, Wealth Management @
2011 -2014 Business Manager, Asset Management - Global Real Assets @
2009 -2011 Vice President @
2006 -2009 Vice President @
2004 -2006 Associate @
2003 -2003 Finance Intern @
Kevin Lui Education
Columbia Business School
Northwestern University
Kevin Lui Skills
Financial Modeling
Financial Analysis
Due Diligence
Alternative Investments
Management Consulting
Strategy
Investment Management
Management
Finance
Financial Services
Analysis
Process Improvement
Capital Markets
Project Management
Microsoft Word
Spreadsheets
Client Services
Insurance Planning
Primary Research
Operations Management
Group Meetings
Legal
Presentations
Referrals
Budgeting
Remediation
Onboarding
Coordinated
Databases
Black Belt
Performance Metrics
Securities
Executive Management
Private Banking
Pipeline Management
Product Development
Singapore
Human Resources
Leadership Development
Directing
Operations
Vehicles
Market
Headcount
Segmentation
Committees
Covers
Sales Management
Anti Money Laundering
PowerPoint
Justification
Separate Accounts
Serving
Wealth Management
Applications
Investments
Customer Service
Strategic Planning
KYC
Primary Focus
Execution
Business Analysis
Maritime
South East Asia
Project Planning
Perspective
New York
New York City
Launching
Meetings
Solution
Corporations
Cross Border
Risk
Guidelines
Visio
Implications
Industrial Engineering
Start Ups
Regulations
SharePoint
Qualifying Prospects
Asset
Economics
Debate
Sales
Tax
Institutional Investments
Responsibility
Project
Compliance
Integration
Word Processing
ROOT
Oversight
Accounting
Infrastructure
Streamline
Workflow
Internal Controls
Strategic Business
Strategic Initiatives
Fund Services
Computing
Vantage
Acquisitions
Funding
Coordinate
Real Estate
Marketplace
Kevin Lui Summary
Kevin Lui, based in New York, NY, US, is currently a Customer Experience Manager at Cisco. Kevin Lui brings experience from previous roles at Cisco, Barclays and J.P. Morgan. Kevin Lui holds a Columbia Business School. With a robust skill set that includes Financial Modeling, Financial Analysis, Due Diligence, Alternative Investments, Management Consulting and more. Kevin Lui has 2 emails and 1 mobile phone numbers on RocketReach.
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