Lory Luo Email & Phone Number
Wealth Management Advisor @ JBWere New Zealand
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Lory Luo Location
- Auckland, NZ
Lory Luo Work
- 2025 -now Wealth Management Advisor @
- 2018 -now Wealth Management Advisor @
- 2008 -2017 Senior Wealth Manager (AFA) @
- 2006 -2008 Personal Banker @
- 2006 -2006 Customer Service Officer @
Lory Luo Education
- Massey University
Graduate Diploma (Financial Planning and Services endorsing Investment and Insurance)
2009-2010 - Auckland University of Technology
Bachelor of Business (Marketing, Advertising and Accounting)
2004-2007
Lory Luo Skills
- Sales Management
- Retirement Planning
- Investment Advisory
- Investments
- Wealth
- Relationship Management
- Wealth Management
- Retail Banking
- Mortgage Lending
- Financial Advisory
- Wealth Management Services
- Bonds
- Cross Selling
- Strategic Financial Planning
- Financial Risk
- Financial Services
- Banking
- Financial Markets
- Portfolio Management
- Commercial Banking
- Credit
- Asset Allocation
- Asset Management
- Equities
- Financial Planning
- Insurance
- Advisory
- Holistic Financial Planning
- Mortgage
Lory Luo Summary
- Lory Luo, based in Auckland, NZ, is currently a Wealth Management Advisor at JBWere New Zealand. Lory Luo brings experience from previous roles at Jarden and ASB Bank. Lory Luo holds a 2009 - 2010 Graduate Diploma in Financial Planning and Services endorsing Investment and Insurance @ Massey University. With a robust skill set that includes Sales Management, Retirement Planning, Investment Advisory, Investments, Wealth and more. Lory Luo has 2 emails and 2 mobile phone numbers on RocketReach.
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