Steven Lo Email & Phone Number
SVP and Advisory Head, Citigold and Citigold Private Client @ Citi
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Steven Lo Location
- Hong Kong
Steven Lo Work
- 2025 -now SVP and Advisory Head, Citigold and Citigold Private Client @
- 2024 -2025 VP, Branch Manager @
- 2021 -2024 Relationship Managment Team Head @
- 2019 -2021 AVP, Senior International Relationship Manager @
- 2014 -2019 Citigold International Relationship Manager @
- 2013 -2014 Trainee @
Steven Lo Education
- University of Pennsylvania
Citi Global Wealth Institute (Excellence in Sales Leadership)
2024-2024 - University of Pennsylvania
Citi Global Wealth Institute (Advanced Wealth Management Program)
2019-2019 - University of Pennsylvania
Citi Global Wealth Institute (Maximizing Client Relationships)
2017-2017 - 香港大學
Professional Diploma in Financial Planning
2016-2016 - 香港大學
Steven Lo Skills
- Retail Banking
- Wealth Management
- Investments
- Relationship Management
- AML
- Insurance
- Banking
- Finance
- Public Speaking
- Management
- Credit
- Project Management
- Research
- Microsoft Excel
- Corporate Finance
- Due Diligence
- Mergers and Acquisitions
- Economics
- Business Planning
Steven Lo Summary
- Steven Lo, based in Hong Kong, is currently a SVP and Advisory Head, Citigold and Citigold Private Client at 花旗. Steven Lo brings experience from previous roles at 花旗. Steven Lo holds a 2024 - 2024 Citi Global Wealth Institute in Excellence in Sales Leadership @ University of Pennsylvania. With a robust skill set that includes Retail Banking, Wealth Management, Investments, Relationship Management, AML and more. Steven Lo has 3 emails and 1 mobile phone numbers on RocketReach.
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