Mo Zhou Email
Senior Wealth Planning Consultant @ BMO
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Mo Zhou Location
- Edmonton, AB, CA
Mo Zhou Work
- 2018 -now Senior Wealth Planning Consultant @
- 2016 -2018 Financial Planner @
- 2013 -2016 Senior Financial Advisor @
- 2012 -2013 Sales Consultant @
Mo Zhou Education
- University of Saskatchewan
Master’s Degree (Finance)
2007-2010 - Peking University
Bachelor’s Degree (Electrical and Electronics Engineering)
2001-2005
Mo Zhou Skills
- Portfolio Management
- Teamwork
- Project Management
- Investments
- Business Analysis
- Public Speaking
- Team Leadership
- Process Improvement
- Customer Service
- Financial Analysis
- Strategy
- Financial Planning
- Management
- Banking
- Risk Management
- Relationship Management
- Credit
- Finance
- Strategic Planning
- Retirement Planning
- Wealth Management
- Mutual Funds
Mo Zhou Summary
- Mo Zhou, based in Edmonton, AB, CA, is currently a Senior Wealth Planning Consultant at BMO Private Wealth. Mo Zhou brings experience from previous roles at TD Wealth Financial Planning, CIBC Imperial Service and Mills Nissan. Mo Zhou holds a 2007 - 2010 Master’s Degree in Finance @ University of Saskatchewan. With a robust skill set that includes Portfolio Management, Teamwork, Project Management, Investments, Business Analysis and more. Mo Zhou has 2 emails on RocketReach.
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