Nelson Lo, CPAA, FRM, SFC, is currently the Vice President at Wrise Financial Services Limited and brings extensive experience as an Independent Financial Advisor. They have a strong background in investment advisory, portfolio management, and financial risk management, having previously served as Chief Wealth Management Advisor at Convoy Global Holdings Limited. With a Master's degree in Finance from Cass Business School and a Bachelor's degree in Accounting and Finance from the University of Warwick, Nelson has demonstrated expertise across various sectors, including compliance and assurance. They are also recognized for their outstanding performance with multiple awards, including membership in the Million Dollar Round Table.
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