Daniel Luu
Personal Banker at Bmo
Based in Vancouver, Canada
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Seniority
Staff
Department
Customer/Client Service
Location
Vancouver
Industry
Financial Services
Company size
59K
Contact information
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d•••••••@bmo.com
Phone
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Background
About Daniel Luu
As a Personal Banker at BMO, Daniel provides full-service banking solutions to retail and small-business clients in the Vancouver Downtown area. He is fully lending qualified (LQE) for home financing and personal/business lending, and is a registered investment sales representative (RISR). He has received the 2022 Q4 Regional Spotlight Award for his outstanding performance and customer satisfaction. Daniel is an aspiring CFP® professional who has a deep passion for financial planning and business/relationship development. He has completed all education requirements including passing the CFP® exam in October 2023. He will be applying for certification to be able to use the designation marks in 2024. Daniel has a Bachelor of Science degree, majoring in Biology and minoring in Commerce, from the University of British Columbia. He also has experience as a business development co-op intern at Applied Biological Materials (abm).
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