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Wendy Lo

Wendy Lo

Senior Customer Service Representative

Followers of Wendy Lo300 followers
location of Wendy LoLos Angeles Metropolitan Area

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  • Timeline

  • About me

    Vice President, Consumer Banking & Investments Market Leader at Merrill Lynch

  • Education

    • Occidental College

      2003 - 2005
      Bachelor of Arts (BA)

  • Experience

    • HSBC

      Feb 2010 - Apr 2013
      Senior Customer Service Representative

    • Popular Community Bank

      Apr 2013 - Jan 2014
      Banker/Annuity Specialist

    • Morgan Stanley

      Jan 2014 - May 2015
      Financial Advisor

    • JPMorgan Chase & Co.

      Jun 2015 - May 2016
      Vice President, Private Client Advisor

    • Merrill Lynch

      Oct 2016 - now

      Consumer Banking & Investments Market Leader

      • Vice President, Consumer Banking & Investments Market Leader

        Sept 2021 - now

      • Vice President, Financial Solutions Advisor

        Oct 2016 - Sept 2021

  • Licenses & Certifications

    • Series 7, 66, 9, 10

      FINRA

  • Honors & Awards

    • Awarded to Wendy Lo
      2023 Pinnacle Honors Merrill Mar 2024
    • Awarded to Wendy Lo
      2021 Key Talent Council - Inland Empire Merrill Jan 2021
    • Awarded to Wendy Lo
      2020 Top Client Contributor - Inland Empire Bank of America/Merrill Dec 2020
    • Awarded to Wendy Lo
      2019 Pinnacle Diamond Merrill Dec 2019