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
- SVP and Advisory Head, Citigold and Citigold Private Client @ (May 2025 - Present)
- VP, Branch Manager @ (February 2024 - June 2025)
- Relationship Managment Team Lead @ (May 2021 - February 2024)
- AVP, Senior International Relationship Manager @ (July 2014 - May 2021)
Steven Lo Education
- University of Pennsylvania
Wharton Aresty Institute of Executive Education (Excellence in Sales Leadership)
2024-2024 - University of Pennsylvania
Wharton Aresty Institute of Executive Education (Advanced Wealth Management Program)
2019-2019 - University of Pennsylvania
Wharton Aresty Institute of Executive Education (Maximizing Client Relationships)
2017-2017 - The University of Hong Kong
Professional Diploma in Financial Planning
2016-2016 - The University of Hong Kong
Bachelor of Arts (BA)
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 Wharton Aresty Institute of Executive Education 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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