Associate
CurrentExperienced Associate at BMO specializing in Technology and Innovation. We specialize in venture debt, acquisition financing, lines of credit and recurring revenue strategies.
Jan 2024 - Present
AeroLeads people directory · profile
Robert Ha Email & Phone Number
Technology and Innovation Banker
at
BMO
1 work email found
@svb.com
1 phone found area 415
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Technology and Innovation Banker
Location
San Jose, California, United States
Who is Robert Ha? Overview
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Quick answer
Robert Ha is listed as Technology and Innovation Banker at BMO, based in San Jose, California, United States. AeroLeads shows a work email signal at svb.com, phone signal with area code 415, and a matched LinkedIn profile for Robert Ha.
Robert Ha previously worked as Associate at Bmo and Client Relations Manager at First Republic Bank. Robert Ha holds Bs, Finance, Real Estate, Law from California State Polytechnic University-Pomona.
Company email context
Email format at BMO
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{first_initial}{last}@svb.com
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AeroLeads found 1 current-domain work email signal for Robert Ha. Compare company email patterns before reaching out.
Profile bio
About Robert Ha
Robert Ha is a Technology and Innovation Banker at BMO. He possess expertise in banking, loans, financial analysis, customer service, outlook and 10 more skills.
Listed skills include Banking, Loans, Financial Analysis, Customer Service, and 11 others.
Current workplace
Robert Ha's current company
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10 roles
Robert Ha work experience
A career timeline built from the work history available for this profile.
Client Relations Manager
Jun 2022 - Jun 2023
Relationship Advisor
Oct 2018 - Jun 2022
Vice President
*Solicits and develops new businesses*Manages and monitors existing loan portfolios ensuring credit compliance and qualities*Structures and negotiates terms under which credit will be established or extended by the Bank*Interviews loan applicants, collects and analyzes financial and related data to determine the general credit-worthiness of the prospect.
Oct 2017 - Oct 2018
Relationship Manager
*Solicits and develops new businesses*Manages and monitors existing loan portfolios ensuring credit compliance and qualities*Structures and negotiates terms under which credit will be established or extended by the Bank*Interviews loan applicants, collects and analyzes financial and related data to determine the general credit-worthiness of the prospect.
Sep 2016 - Oct 2017
Credit Products Officer
Mar 2016 - Sep 2016
(Officer) Portfolio Management Officer
Analyze corporate, individual tax returns, dealership, and personal financial statements for discrepancies.Verify compliance with loan agreement covenants and produced ratios and cash flow calculations.Analyze clients’ operating performances to proactively identify issues and opportunities for improvement.Identify policy exceptions and provided.
Jun 2013 - Mar 2016
Sr. Operation Specialist/Sr. Collateral Specialist
Responsible for releasing collateral for various loans such as Deeds of Trusts, UCCs and Intellectual PropertyPerforming quality control for new loans and change in terms for Private Client Services, Wine, Employee teams and Private EquityVerify title policies, flood insurance and hazard insurancesImplemented 5 process improvement projects resulting in.
Aug 2011 - Mar 2013
Customer Service Representative
Hsbc Bank
Processed various financial transactions such as opening mortgage loans, depositing / withdrawing from personal / business accounts, and opening / renewing CD accountsExceeded management expectations by making at least 6 monthly successful sale referrals to customers and non-customers Trained and supervised new employeesPersuaded a premier customer worth.
Aug 2008 - Feb 2009
Senior Teller
Handled financial transactions accurately and efficiently in accordance with established policies Received “Teller of the Quarter Award” in the San Jose County for achieving 100% balancing accuracy for 70 straight working daysSurpassed the branch’s successful referral goal of 60 new accounts by 3x during employmentEstablished personal / business accounts.
May 2006 - Feb 2008
2 education records
Robert Ha education
Bs, Finance, Real Estate, Law
California State Polytechnic University-Pomona
Education record
Silver Creek High School
FAQ
Frequently asked questions about Robert Ha
Quick answers generated from the profile data available on this page.
What company does Robert Ha work for?
Robert Ha works for BMO.
What is Robert Ha's role at BMO?
Robert Ha is listed as Technology and Innovation Banker at BMO.
What is Robert Ha's email address?
AeroLeads has found 1 work email signal at @svb.com for Robert Ha at BMO.
What is Robert Ha's phone number?
AeroLeads has found 1 phone signal(s) with area code 415 for Robert Ha at BMO.
Where is Robert Ha based?
Robert Ha is based in San Jose, California, United States while working with BMO.
What companies has Robert Ha worked for?
Robert Ha has worked for Bmo, First Republic Bank, Svb Financial Group, United Business Bank, and Bank Of The West.
How can I contact Robert Ha?
You can use AeroLeads to view verified contact signals for Robert Ha at BMO, including work email, phone, and LinkedIn data when available.
What schools did Robert Ha attend?
Robert Ha holds Bs, Finance, Real Estate, Law from California State Polytechnic University-Pomona.
What skills is Robert Ha known for?
Robert Ha is listed with skills including Banking, Loans, Financial Analysis, Customer Service, Outlook, Portfolio Management, Microsoft Excel, and Mortgage Lending.
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