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Lance Lo Location
Singapore
Lance Lo Work
Wealth Director @ (July 2025 - Present)
VP, Investments and Investment Specialist Management @ (January 2022 - April 2025)
Investment Advisor, Lead @ (January 2020 - January 2022)
Wealth Advisor @ (August 2018 - January 2020)
Associate Wealth Manager @ (May 2017 - July 2018)
Finance Affiliate (Contract) @ (October 2015 - May 2017)
Investment Adviser @ (September 2015 - August 2016)
Relationship Manager @ (January 2015 - September 2015)
Trading Representative @ (April 2009 - December 2014)
Lance Lo Education
Liverpool John Moores University
Bachelor of Arts (B.A.) Hons (Management)
2001-2004
The Leys School
(GCE A levels)
1997-1998
Anglo-Chinese School (Independent)
(GCSE O Levels)
1993-1996
Lance Lo Skills
Banking
Trading
Finance
Equities
Financial Analysis
Investments
Portfolio Management
Fixed Income
Research
Wealth Management
Financial Planning
Event Management
Derivatives
Corporate Finance
Strategy
Wealth Management Services
Lance Lo Summary
Lance Lo, based in Singapore, is currently a Wealth Director at Crescens Wealth Group. Lance Lo brings experience from previous roles at OCBC and iFS - International Financial Services. Lance Lo holds a 2001 - 2004 Bachelor of Arts (B.A.) Hons in Management @ Liverpool John Moores University. With a robust skill set that includes Banking, Trading, Finance, Equities, Financial Analysis and more. Lance Lo has 1 emails on RocketReach.
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