Branch Support Leader
CurrentFacilitated the operations of the BMO Investment Centre by responding to internal requests and sales leads, as well as providing regular compliance updates and administrative tracking.
Jan 2021 - Present
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Alan Yu Email & Phone Number
Branch Support Leader at BMO Investment Centre
at
BMO Investments Inc.
1 work email found
@bmo.com
1 phone found area 647
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Branch Support Leader at BMO Investment Centre
Location
Canada, Canada, Canada
Company size
Who is Alan Yu? Overview
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Quick answer
Alan Yu is listed as Branch Support Leader at BMO Investment Centre at BMO Investments Inc., a company with 289 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at bmo.com, phone signal with area code 647, and a matched LinkedIn profile for Alan Yu.
Alan Yu previously worked as Branch Support Leader at Bmo Investments Inc. and Assistant Manager at Bmo Investments Inc.. Alan Yu holds Advanced Microsoft Excel, Microsoft Office Suite from University Of Waterloo.
Company email context
Email format at BMO Investments Inc.
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{first}.{last}@bmo.com
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AeroLeads found 1 current-domain work email signal for Alan Yu. Compare company email patterns before reaching out.
Profile bio
About Alan Yu
Registered Investment Sales Representative with BMO Investments Inc. based in the Greater Toronto Area.Currently looking to gain more experience in Investments, Compliance, and Anti-Money Laundering.Specialties: Guaranteed Investments, Mutual Funds, RDSPshttps://www.bmo.com/pdfs/social-media-disclaimer.pdf
Listed skills include Investments, Teamwork, Microsoft Excel, Banking, and 10 others.
Current workplace
Alan Yu's current company
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6 roles
Alan Yu work experience
A career timeline built from the work history available for this profile.
Assistant Manager
CurrentHelped manage a team of up to 18 inbound agents to provide best-in-class customer service as well as generate sales revenue and retain assets.
Dec 2015 - Present
Investment Specialist
Assisted customers in managing their investment portfolio and helped to recommend solutions that would meet their needs.
Jun 2012 - Dec 2015
Direct Banking Manager
Responded to inbound customer calls in order to provide the best service, resolve complaints, and generate sales.
Sep 2007 - May 2012
Mathematics Instructor
Top Class Education Centre
Tutored grade 1 - 12 level math, and helped prepare lessons and worksheets. Helped to teach specialized classes for upper year high school students.
Jan 2007 - Oct 2007
Counsellor'S Assistant
Mcbc Summer Day Camp
Supervised children and worked with staff in the day-to-day operations of the day camp.
Jun 2005 - Aug 2005
3 education records
Alan Yu education
Advanced Microsoft Excel, Microsoft Office Suite
Cma, Accounting
B Math, Mathematics, Computer Science, Statistics, Pure Math
FAQ
Frequently asked questions about Alan Yu
Quick answers generated from the profile data available on this page.
What company does Alan Yu work for?
Alan Yu works for BMO Investments Inc..
What is Alan Yu's role at BMO Investments Inc.?
Alan Yu is listed as Branch Support Leader at BMO Investment Centre at BMO Investments Inc..
What is Alan Yu's email address?
AeroLeads has found 1 work email signal at @bmo.com for Alan Yu at BMO Investments Inc..
What is Alan Yu's phone number?
AeroLeads has found 1 phone signal(s) with area code 647 for Alan Yu at BMO Investments Inc..
Where is Alan Yu based?
Alan Yu is based in Canada, Canada, Canada while working with BMO Investments Inc..
What companies has Alan Yu worked for?
Alan Yu has worked for Bmo Investments Inc., Bmo, Top Class Education Centre, and Mcbc Summer Day Camp.
How can I contact Alan Yu?
You can use AeroLeads to view verified contact signals for Alan Yu at BMO Investments Inc., including work email, phone, and LinkedIn data when available.
What schools did Alan Yu attend?
Alan Yu holds Advanced Microsoft Excel, Microsoft Office Suite from University Of Waterloo.
What skills is Alan Yu known for?
Alan Yu is listed with skills including Investments, Teamwork, Microsoft Excel, Banking, Relationship Management, Microsoft Office, Customer Service, and Mutual Funds.
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