Senior Business Development Manager
Current
Sep 2024 - Present
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Danny Lu Email & Phone Number
Sr. Business Development Manager at RBC GAM | CFA Level 2 canadidate.
at
RBC Global Asset Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Sr. Business Development Manager at RBC GAM | CFA Level 2 canadidate.
Location
Kitchener, Ontario, Canada
Company size
Who is Danny Lu? Overview
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Quick answer
Danny Lu is listed as Sr. Business Development Manager at RBC GAM | CFA Level 2 canadidate. at RBC Global Asset Management, a company with 768 employees, based in Kitchener, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Danny Lu.
Danny Lu previously worked as Senior Business Development Manager at Rbc Global Asset Management and Business Development Manager, Enterprise Distribution Strategy at Rbc Global Asset Management. Danny Lu holds Master Of Management, Logistics And Supply Chain Management, Gpa: 3.0 from University Of Windsor.
Company email context
Email format at RBC Global Asset Management
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RBC Global Asset Management
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Profile bio
About Danny Lu
Self-motivated and achievement-driven financial professional with solid sales and customer service experience. Deeply understanding the trends of economy, customer-oriented service, and operation. Closely follow the equity market includes US, Canada and China. Practical working experience in multiple industries, such as Finance, hospitality and manufacturing. Profound experience of interacting with different types of clients. Committed and motivated professional with a solid work ethic and uncompromising focus on accuracy and efficiency. Proficient at quickly learning new procedures and taking ownership of special projects. Aggressive in identifying and resolving inefficient process and excelling in fast-paced environment. Flexible in working schedule to meet deadlines. Fluently speaks Mandarin and Cantonese. Advanced Microsoft Word and Excel skills.
Listed skills include Microsoft Office, Microsoft Excel, Customer Service, Logistics Management, and 26 others.
Current workplace
Danny Lu's current company
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Rbc Global Asset Management
6 roles
Danny Lu work experience
A career timeline built from the work history available for this profile.
Business Development Manager, Enterprise Distribution Strategy
Sep 2022 - Sep 2024
Financial Advisor
- With all duties that were performed in Banking advisor role
- Comply with bank policy and procedure to underwrite, restructure credit application with delegated lending authorities.
- Assist small business owners in finding the most cost-effective packages and fulfill their credit needs as well as the most suitable payment solution.
- Engage with business partners and utilize all resources across our platforms to provide small business owners with one-stop shop solution. Understand the nature of their business.
Feb 2022 - Sep 2022
Banking Advisor
- Responsible for helping Canadian with their day-to-day banking needs, include credit and investment.
- Listen, collect information, analyze and recommend suitable solution to clients. NPS is 85%.
- Within the first year in RBC, already acquired over 2 million of new assets from other financial institutions.
- Consistent recognition from my leaders, colleagues, and clients. Received Quarterly Performance Award.
- Contribution to our region is 1.5-4 times greater than my peers in the same level of position.
- Perform credit risk assessment and enhance due diligent on every personal credit application.
Jul 2020 - Jan 2022
Inside Sales Associate
- Proactively generate new fine leads for our company.
- Connect us to notable Fortune 500 companies in HVACR industry.
- Maintain fine relationship with existing customers and increase their sales by 30-200% annually.
- Actively interact with customer and achieve 100% satisfaction rate.
Jan 2019 - Jul 2020
Logistics Coordinator
- Keep track of all customers opened and blankets orders, commit to and achieve 95% of on-time delivery.
- Conduct and analyze monthly/ annual transportation costs and reduce the cost by 5%.
- Consistently handle and on top of all shipments in different forms (LCL, FCL, LTL, FTL and parcels) in an accurate and efficient manner. Handle 25-50 shipments weekly.
Jun 2018 - Jul 2020
Team & coworkers
Colleagues at RBC Global Asset Management
Other employees you can reach at rbcgam.com. View company contacts for 768 employees →
PA
Phillip Ashby
Colleague at Rbc Global Asset Management
Greater Toronto Area, Canada, Canada
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SI
Saiful Islam
Colleague at Rbc Global Asset Management
Toronto, Ontario, Canada, Canada
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RH
Randy Harrison
Colleague at Rbc Global Asset Management
Minneapolis, Minnesota, United States, United States
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GL
Gavril Liakos
Colleague at Rbc Global Asset Management
Toronto, Ontario, Canada, Canada
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JO
Joe O'Brien
Colleague at Rbc Global Asset Management
Greater London, England, United Kingdom, United Kingdom
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SM
Stephanie Mccrone
Colleague at Rbc Global Asset Management
Canada, Canada
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LL
Las Linda Beynon
Colleague at Rbc Global Asset Management
Hope, British Columbia, Canada, Canada
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PB
Paul Boaden, Cfa, Cipm
Colleague at Rbc Global Asset Management
Milton, Ontario, Canada, Canada
View →
SC
Siguo C.
Colleague at Rbc Global Asset Management
Hong Kong SAR, Hong Kong
View →
JB
Joseph Blain
Colleague at Rbc Global Asset Management
Toronto, Ontario, Canada, Canada
View →
Phillip Ashby
Colleague at Rbc Global Asset Management
Greater Toronto Area, Canada, Canada
View →
SI
Saiful Islam
Colleague at Rbc Global Asset Management
Toronto, Ontario, Canada, Canada
View →
RH
Randy Harrison
Colleague at Rbc Global Asset Management
Minneapolis, Minnesota, United States, United States
View →
GL
Gavril Liakos
Colleague at Rbc Global Asset Management
Toronto, Ontario, Canada, Canada
View →
JO
Joe O'Brien
Colleague at Rbc Global Asset Management
Greater London, England, United Kingdom, United Kingdom
View →
SM
Stephanie Mccrone
Colleague at Rbc Global Asset Management
Canada, Canada
View →
LL
Las Linda Beynon
Colleague at Rbc Global Asset Management
Hope, British Columbia, Canada, Canada
View →
PB
Paul Boaden, Cfa, Cipm
Colleague at Rbc Global Asset Management
Milton, Ontario, Canada, Canada
View →
SC
Siguo C.
Colleague at Rbc Global Asset Management
Hong Kong SAR, Hong Kong
View →
JB
Joseph Blain
Colleague at Rbc Global Asset Management
Toronto, Ontario, Canada, Canada
View →
2 education records
Danny Lu education
Master Of Management, Logistics And Supply Chain Management, Gpa: 3.0
Bachelor Of Management, Logistic Management
FAQ
Frequently asked questions about Danny Lu
Quick answers generated from the profile data available on this page.
What company does Danny Lu work for?
Danny Lu works for RBC Global Asset Management.
What is Danny Lu's role at RBC Global Asset Management?
Danny Lu is listed as Sr. Business Development Manager at RBC GAM | CFA Level 2 canadidate. at RBC Global Asset Management.
Where is Danny Lu based?
Danny Lu is based in Kitchener, Ontario, Canada while working with RBC Global Asset Management.
What companies has Danny Lu worked for?
Danny Lu has worked for Rbc Global Asset Management, Rbc, and Goldstone Hvacr Inc..
Who are Danny Lu's colleagues at RBC Global Asset Management?
Danny Lu's colleagues at RBC Global Asset Management include Phillip Ashby, Saiful Islam, Randy Harrison, Gavril Liakos, and Joe O'Brien.
How can I contact Danny Lu?
You can use AeroLeads to view verified contact signals for Danny Lu at RBC Global Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Danny Lu attend?
Danny Lu holds Master Of Management, Logistics And Supply Chain Management, Gpa: 3.0 from University Of Windsor.
What skills is Danny Lu known for?
Danny Lu is listed with skills including Microsoft Office, Microsoft Excel, Customer Service, Logistics Management, Inventory Management, Inventory Control, Microsoft Word, and Leadership.
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