Alvin Lam Email & Phone Number
Senior Financial Advisor, Vice President @ Merrill Lynch
5 free lookup(s).
Alvin Lam Location
- Pasadena, CA, US
Alvin Lam Work
- 2016 -now Senior Financial Advisor, Vice President @
- 2011 -2016 Private Client Banker and SBS @ JPMorgan Chase Bank N.A.
Alvin Lam Education
- California State Polytechnic University, Pomona 2006-2007
- Arcadia High School
High School
2002-2006
Alvin Lam Skills
- Client Relationship Building
- Client Account Management
- Business Development
- Wealth Planning and Estate Planning Services
- Social Security
- Goals Based Asset Management
- Finance and Investment
- Social Security What-If Scenarios
- Philanthrophic Planning
- Risk Management Strategies
- Customized Wealth Planning
- Portfolio Advisor
- Estate and Retirement Planning Services
- Retirement Planning - Personal and Institutional
- Small Business Retirement Plans
- Business Retirement Plans
- Structured Finance
- Sales and Marketing
- Exceptional Customer Service
- Asset Management
- Trust Management
- Relationship Management
- Estate Planning Strategies and Wealth Transfer
- Working with Business Owners
- Wealth Preservation
- Wealth and Legacy Planning
- Goals-Based Wealth Management
- College Education Planning
- Personal and Institutional
- Goals Based Wealth Management
- Retirement Planning
- Management
- Microsoft Excel
- Financial Analysis
- Loans
- Credit
- Public Speaking
- Social Security What If Scenarios
Alvin Lam Summary
- Alvin Lam, based in Pasadena, CA, US, is currently a Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management. Alvin Lam brings experience from previous roles at JPMorgan Chase Bank N.A.. Alvin Lam holds a 2006 - 2007 California State Polytechnic University, Pomona. With a robust skill set that includes Client Relationship Building, Client Account Management, Business Development, Wealth Planning and Estate Planning Services, Social Security and more. Alvin Lam has 2 emails and 3 mobile phone numbers on RocketReach.
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