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Robert Ha Location
San Jose, CA, US
Robert Ha Work
Associate @ (January 2024 - Present)
Client Relations Manager @ (June 2022 - Present)
Client Relations Manager @ (June 2022 - June 2023)
Relationship Advisor @ (October 2018 - June 2022)
Vice President @ (October 2017 - October 2018)
Relationship Manager @ (September 2016 - October 2017)
Credit Products Officer @ (March 2016 - September 2016)
(Officer) Portfolio Management Officer @ (June 2013 - March 2016)
Sr. Operation Specialist and Sr. Collateral Specialist @ (August 2011 - March 2013)
Customer Service Representative @ HSBC Bank (August 2008 - February 2009)
Senior Teller @ (May 2006 - February 2008)
Robert Ha Education
California State Polytechnic University-Pomona
BS (Finance, Real Estate, Law)
2006-2011
Silver Creek High School 2002-2006
Robert Ha Skills
Portfolio Management
Microsoft Office
Strategic Financial Planning
PowerPoint
Banking
Microsoft Excel
Investments
Retail Banking
Mortgage Lending
Credit
BMC Remedy
Customer Service
Loans
Financial Analysis
Outlook
Robert Ha Summary
Robert Ha, based in San Jose, CA, US, is currently a Associate at BMO. Robert Ha brings experience from previous roles at First Republic Bank, SVB Financial Group and United Business Bank. Robert Ha holds a 2006 - 2011 BS in Finance, Real Estate, Law @ California State Polytechnic University-Pomona. With a robust skill set that includes Portfolio Management, Microsoft Office, Strategic Financial Planning, PowerPoint, Banking and more. Robert Ha has 3 emails and 1 mobile phone numbers on RocketReach.
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