Lisa Vu, Cfa
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Lisa Vu, Cfa Email & Phone Number

Business development at BMO Capital Markets
Location: Montreal, Quebec, Canada 6 work roles 5 schools
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Current company
BMO Capital Markets
Role
Business development
Location
Montreal, Quebec, Canada
Company size
4578 employees

Who is Lisa Vu, Cfa? Overview

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Quick answer

Lisa Vu, Cfa is listed as Business development at BMO Capital Markets, a company with 4578 employees, based in Montreal, Quebec, Canada. AeroLeads shows a matched LinkedIn profile for Lisa Vu, Cfa.

Lisa Vu, Cfa previously worked as Senior FXMM and CLS Settlements Coordinator at Bmo Capital Markets and Controller at Camomile Beauty Inc.. Lisa Vu, Cfa holds Master, Financial Engineering from Kent State University.

Company email context

Email format at BMO Capital Markets

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BMO Capital Markets

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Profile bio

About Lisa Vu, Cfa

My background is finance. I have experience in different industries: banking, technology, import & export.Specialties: Computer Skills: Microsoft Offices, EViews, MATLAB, trained in Trading Technologies X¬_Trader Pro, Patsystems J-Trader and Pro-Mark, CQG Integrated Client, Reuters 3000 Xtra and Bloomberg 2011Accounting software: Sage 50, Microsoft Dynamics NAV/CRM, KashooForeign Languages: English, Vietnamese, French

Listed skills include Analysis, Microsoft Office, Microsoft Excel, Financial Analysis, and 26 others.

Current workplace

Lisa Vu, Cfa's current company

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BMO Capital Markets
Bmo Capital Markets
Business development
toronto, ontario, canada
Website
bmocm.com
Employees
4578
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Company profile
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6 roles

Lisa Vu, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Fxmm And Cls Settlements Coordinator

Current
Bmo Capital Markets

Montreal, Quebec, Canada

CLS & FXMM settlementsFXMM Operations

Jan 2022 - Present

Admin Assistant And Accounting Clerk

Lactopur Inc

Montreal, Canada Area

Mar 2016 - Nov 2016

Accountant

Aeon Virture

Montreal, Canada Area

Sep 2014 - Mar 2016

Finance Intern

Merrill Lynch
  • Reviewed and processed new account profiles related to the acquisition of a new consulting company.
  • Managed new account issues such as transferring client portfolios to Merrill Lynch
  • Communicated with clients regarding appointments with brokers
  • Scheduled telephone conference calls, building access appointments and office visits
  • Constructed and maintained spreadsheets for financial advisors such as special projects for office management to track clients’ accounts.
Apr 2008 - May 2008
Team & coworkers

Colleagues at BMO Capital Markets

Other employees you can reach at bmocm.com. View company contacts for 4578 employees →

AP Adriano Picanço Adriano Picanço Colleague at Bmo Capital Markets Montreal, Quebec, Canada, Canada View → MR Michael Rosen Michael Rosen Colleague at Bmo Capital Markets Toronto, Ontario, Canada, Canada View → AB Ashley Bake Ashley Bake Colleague at Bmo Capital Markets Chicago, Illinois, United States, United States View → RB Rahim Bapoo Rahim Bapoo Colleague at Bmo Capital Markets United States, United States View → CA Charndeep Anand Charndeep Anand Colleague at Bmo Capital Markets Brampton, Ontario, Canada, Canada View → ST Stephanie Tucker Stephanie Tucker Colleague at Bmo Capital Markets Highlands, Texas, United States, United States View → DA Dairon A. Sanchez Dairon A. Sanchez Colleague at Bmo Capital Markets Gainesville, Florida, United States, United States View → JC Jim Carr Jim Carr Colleague at Bmo Capital Markets Buffalo, New York, United States, United States View → AS Amanda Skurkovich Amanda Skurkovich Colleague at Bmo Capital Markets Vincentown, New Jersey, United States, United States View → RL Rebecca Liu Chabanon Rebecca Liu Chabanon Colleague at Bmo Capital Markets Greater Chicago Area, United States View →
5 education records

Lisa Vu, Cfa education

Mba, Finance

Clarkson University

Activities and Societies: European business trip Graduate Business Association (Banquet Action Team)

Bachelor Of Engineering, Civil Engineering

Ho Chi Minh University Of Technology

industry and management training in Vietnam May 2007 Ho Chi Minh, Vietnam Business Psychology Course Hon Viet Organization

FAQ

Frequently asked questions about Lisa Vu, Cfa

Quick answers generated from the profile data available on this page.

What company does Lisa Vu, Cfa work for?

Lisa Vu, Cfa works for BMO Capital Markets.

What is Lisa Vu, Cfa's role at BMO Capital Markets?

Lisa Vu, Cfa is listed as Business development at BMO Capital Markets.

Where is Lisa Vu, Cfa based?

Lisa Vu, Cfa is based in Montreal, Quebec, Canada while working with BMO Capital Markets.

What companies has Lisa Vu, Cfa worked for?

Lisa Vu, Cfa has worked for Bmo Capital Markets, Camomile Beauty Inc., Lactopur Inc, Aeon Virture, and Vietnam Prosperity Bank - Vpbank.

Who are Lisa Vu, Cfa's colleagues at BMO Capital Markets?

Lisa Vu, Cfa's colleagues at BMO Capital Markets include Adriano Picanço, Michael Rosen, Ashley Bake, Rahim Bapoo, and Charndeep Anand.

How can I contact Lisa Vu, Cfa?

You can use AeroLeads to view verified contact signals for Lisa Vu, Cfa at BMO Capital Markets, including work email, phone, and LinkedIn data when available.

What schools did Lisa Vu, Cfa attend?

Lisa Vu, Cfa holds Master, Financial Engineering from Kent State University.

What skills is Lisa Vu, Cfa known for?

Lisa Vu, Cfa is listed with skills including Analysis, Microsoft Office, Microsoft Excel, Financial Analysis, Access, Financial Modeling, Finance, and Eviews.

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