Anita Lo
Managing Director @Dalbar
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WORK HISTORY
Managing Director @Dalbar
Thought Leadership: Study market developments and work collaboratively with US Directors and Strategic Partners to launch new initiatives and emerging best practices in the Canadian financial services marketplace (e.g. Mortgage/GIC Pricing Strategies, Robo-advisor Benchmark, High Net Worth Client Acquisition, Client Experience Audits). Client Optimization: Manage end to end delivery of quality solutions that exceed clients\' business requirements and expectations. Interface with senior management to deliver best practice strategies and tactics to help optimize a firm\'s business performance.Practice Leadership: Contribute to the growth and business success of the company by being accountable for various roles such as business strategist, methodology architect, and talent manager.
EDUCATION
Canadian Securities Institute
Personal Financial Planning (1)
Western University
Bachelor's Degree
IFIC
Canadian Investment Funds Course
Canadian Securities Institute
Conducts & Practices Handbook Course (2014)
Canadian Securities Institute
Canadian Securities Course
York University - Schulich School of Business
Master of Business Administration (M.B.A.)
York University
Bachelor's Degree
SKILLS
ABOUT ANITA LO
A committed leader advancing the value derived from competitor intelligence data. I have…
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