Robert Lai Email
Loan Officer @ Metro City Bank
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Robert Lai Location
- Alpharetta, GA, US
Robert Lai Work
- Loan Officer @ (August 2026 - Present)
- FinServ Fellow @ (March 2025 - Present)
- Salesman @ Hospitality South (January 2023 - Present)
- Associate Planner @ Dedicated Wealth Partners (March 2025 - September 2025)
- Extern @ (June 2025 - August 2025)
Robert Lai Education
- The University of Georgia
Master's degree (Financial Planning and Services)
2024-2025 - University of Georgia - Terry College of Business
Bachelor of Business Administration - BBA (Management)
2022-2024 - Georgia College & State University
Bachelor of Business Administration - BBA (Management)
2020-2021 - Denmark High School
High School Diploma
2018-2020 - South Forsyth High School 2016-2018
Robert Lai Skills
- Analytics
- Certified Financial Planner
- Communication
- Customer Relationship Management (CRM)
- Interpersonal Communication
- Leadership
- Microsoft Excel
- MoneyGuidePro
- Operations Management
- Procurement
- Property Management
- QuickBooks
- R (Programming Language)
- SQL
- Stock Management
- Supplier Management
- Tableau
- Teamwork
- eMoney
Robert Lai Summary
- Robert Lai, based in Alpharetta, GA, US, is currently a Loan Officer at Metro City Bank. Robert Lai brings experience from previous roles at FinServ Foundation, Hospitality South, Dedicated Wealth Partners and Amplified Planning. Robert Lai holds a 2024 - 2025 Master's degree in Financial Planning and Services @ The University of Georgia. With a robust skill set that includes Analytics, Certified Financial Planner, Communication, Customer Relationship Management (CRM), Interpersonal Communication and more. Robert Lai has 3 emails on RocketReach.
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