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
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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