Kimberly Lu Email & Phone Number
Sr Premier Relationship Manager, VP @ BMO Transportation Finance
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Kimberly Lu Location
- Huntington Beach, CA, US
Kimberly Lu Work
- 2024 -now Sr Premier Relationship Manager, VP @
- 2021 -2023 Senior Premier Banker @
- 2017 -2021 Private Client Banker @ JPMorgan Chase Bank, N.A.
- 2011 -2016 Licensed Personal Banker @ Wells Fargo
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.
Looking for a different Kimberly Lu?
Find contact details for 700 million professionals.
Others Named Kimberly Lu
Kimberly Lu
Software Engineer
New York, NY, US
Kimberly Lu
Head of Internal Communications
United States
Top BMO Transportation Finance Employees
Richard Flores
Managing Director
Los Angeles, CA, US
Larry Bodin
President
La Crosse, WI, US
Joe Jacob
Managing Director - Team Lead, Commercial Banking
Chicago, IL, US
Quoc Tran
Managing Director - Commercial Banking
Texas, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co