Kimberly Lu Email & Phone Number
Sr Premier Relationship Manager, VP @ BMO Transportation Finance
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Kimberly Lu Location
- Huntington Beach, CA, US
Kimberly Lu Work
- Sr Premier Relationship Manager, VP @ (January 2024 - Present)
- Senior Premier Banker @ (June 2021 - December 2023)
- Private Client Banker @ JPMorgan Chase Bank, N.A. (June 2017 - June 2021)
- Licensed Personal Banker @ Wells Fargo (October 2011 - September 2016)
Kimberly Lu Education
- California State University-Fullerton - College of Business and Economics 2009-2011
Kimberly Lu Skills
- Affluent relationship management
- Financial Services
- Business lending
- Financial Planning
- Analytical Skills
- Wealth Management
- Portfolio Management
- Finnancial planning
- Business Relationship Management
- Business Management
- Business Development
- Residential Mortgages
- Wealth Management Services
- Asset Allocation
- Credit
- Lines Of Credit
- Credit Analysis
- Financial Analysis
- Customer Retention
- Investments
- Life & Health Insurance Licenses
- Hold Finra 6 and 63
- Serie 66
- Hold Series 7
- Series 6
- Series 63
- Mortgage Lending
- ThomsonOne
- Consumer Lending
Kimberly Lu Summary
- Kimberly Lu, based in Huntington Beach, CA, US, is currently a Sr Premier Relationship Manager, VP at BMO U.S.. Kimberly Lu brings experience from previous roles at Wells Fargo and JPMorgan Chase Bank, N.A.. Kimberly Lu holds a 2009 - 2011 California State University-Fullerton - College of Business and Economics. With a robust skill set that includes Affluent relationship management, Financial Services, Business lending, Financial Planning, Analytical Skills and more. Kimberly Lu has 1 emails and 1 mobile phone numbers on RocketReach.
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