Alvin Lam's Location
Pasadena, CA, US
Alvin Lam's Work
- Senior Financial Advisor, Vice President @ Merrill Lynch
- Private Client Banker and SBS @ JPMorgan Chase Bank, N.A.
Alvin Lam's Education
- California State Polytechnic University, Pomona2006 - 2007
- Arcadia High School
High School
2002 - 2006
Alvin Lam's Skills
- Wealth Planning and Estate Planning Services
- Estate and Retirement Planning Services
- Client Account Management
- Wealth Preservation
- Personal and Institutional
- Sales and Marketing
- Goals Based Asset Management
- Exceptional Customer Service
- Goals Based Wealth Management
- Retirement Planning
Alvin Lam's Summary
Alvin Lam, based in Pasadena, CA, US, is currently a Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management, bringing 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 Wealth Planning and Estate Planning Services, Estate and Retirement Planning Services, Client Account Management, Wealth Preservation, Personal and Institutional and more, Alvin Lam contributes valuable insights to the industry. Alvin Lam has 4 emails and 1 mobile phone number on RocketReach.
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