Lo Email & Phone Number
Managing Director, Treehouse @ HCVT
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Lo Location
- Keller, TX, US
Lo Work
- 2025 -now Managing Director, Treehouse @
- 2015 -2025 Principal @
- 2013 -2014 Director of Tax Intelligence and ERP @
- 2002 -2013 Director of Business Solutions @
- 2001 -2002 Business Systems Manager @ Colony Capital
- 1997 -2001 SAP Lead Business Systems Analyst @ AIG SunAmerica
- 1996 -1997 Systems Analyst, International Home Video @
- 1995 -1996 Sr. Accountant @ Colony Capital
- 1992 -1995 Staff Accountant @
Lo Education
- Cal Poly Pomona
BS (Accounting)
1988-1992
Lo Skills
- Accounting
- Financial Analysis
- Financial Modeling
- Business Process
- SAP
- ERP
- Management
- Project Management
- Business Intelligence
- Financial Services
- Private Equity
- Financial Reporting
- Due Diligence
- US GAAP
- Internal Controls
- Finance
- Mergers and Acquisitions
- Corporate Finance
- Enterprise Resource Planning Erp
- Sarbanes Oxley Act
- Enterprise Resource Planning
Lo Summary
- Lo, based in Keller, TX, US, is currently a Managing Director, Treehouse at HCVT. Lo brings experience from previous roles at Holthouse Carlin & Van Trigt LLP, KPMG, TPG Capital, L.P. and Colony Capital. Lo holds a 1988 - 1992 BS in Accounting @ Cal Poly Pomona. With a robust skill set that includes Accounting, Financial Analysis, Financial Modeling, Business Process, SAP and more.
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