Sheng Lu
Financial Planner at Bmo
Based in Toronto, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Toronto
Industry
Financial Services
Company size
59K
Contact information
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s•••••••@bmo.com
Phone
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Background
About Sheng Lu
I have a Master’s degree in Finance and a Master’s in International Business. I have worked as an Assistant Relationship Manager in bank, where I provided comprehensive and accurate customer service to SME clients, achieving CAD $ 20 million SME loans in 2013. I managed the credit risk successfully with no bad debts. My role also included making cold calls to potential customers, risk evaluation, financial forecasts and writing credit analysis reports. I have the ability to analyze industry information and find solutions others don’t consider. Through my work and educational experience, I have developed strong research, analytic and quantitative analytical skills, expert knowledge of economics, communication and negotiation skills. I am proficient in MS Office software and Moody Analysis application. I can work independently or as a part of a team. I am willing to continuously learn and grow.
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