Richard Lo

Richard Lo has extensive work experience in various roles and companies. Richard started their career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2004. In 2006, they joined Barclays Investment Bank as an Analyst and later became a Credit Risk Analyst and Assistant Vice President / Analyst. In 2014, Richard joined Protiviti as a Manager, where they held roles as a Manager and Risk Compliance Manager. Currently, they are working as an Expert Manager at BaseCap Analytics Inc.

Richard Lo attended Brandeis University from 2000 to 2004, where they obtained a Bachelor of Arts in Economics. During their time at Brandeis, they also pursued minors in International Business, Art History, and East Asian Studies. In October 2004, they obtained the Finra Series 7 & 63 certifications. Additionally, Richard completed a certification course in Preventing Workplace Harassment offered by Emtrain.