Anh Lam Email & Phone Number
Chief Compliance Officer and Senior Vice President @ West Financial Services, Inc.
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Anh Lam Location
- McLean, VA, US
Anh Lam Work
- 2020 -now Chief Compliance Officer and Senior Vice President @
- 2020 -now Chief Compliance Officer and Senior Vice President @
- 2025 -now Senior Vice President @
- 2023 -2025 Senior Vice President @
- 2020 -2023 Vice President @
- 2020 -2020 Compliance Officer and Client Services Team Lead @
- 2019 -2020 Compliance Officer and Senior Client Services Analyst @
- 2018 -2019 Compliance Officer and Client Services Analyst @
- 2015 -2018 Client Services and Compliance Analyst @
- 2013 -2015 Wealth Management Analyst @
- 2012 -2013 Wealth Management Intern @
- 2012 -2012 Temporary Assistant @ Corporate Executive Board
- 2011 -2012 Co-President | Operational Strategic Director @
- 2011 -2012 Peer Mentor @
- 2011 -2012 Kogod Envoy @
- 2011 -2011 Equity Research Analyst @ Phu Gia Securities Corporation
- 2011 -2011 Fundraising Manager @
- 2010 -2010 Account Executive Intern @
- 2009 -2010 Teacher Assistant @
- 2009 -2010 President @ NOVA - Vietnamese Student Association
- 2009 -2009 Participant @ Participant, VCCS Student Leadership
Anh Lam Education
- Georgetown University McDonough School of Business
Certified Regulatory and Compliance Professional (CRCP®) Program
2022-2022 - Utica University
Certified Securities Compliance Professional® (CSCP®) Program, Securities Compliance Advanced
2018-2019 - National Regulatory Services and Investment Adviser Association
Investment Adviser Certified Compliance Professional® (IACCP®)
2015-2016 - American University - Kogod School of Business
Alumni Audit Program
2012-2013 - American University - Kogod School of Business
Bachelor of Science (Finance)
2010-2012 - Northern Virginia Community College
A.S (Business Administration)
2008-2010
Anh Lam Skills
- Leadership
- Bloomberg Terminal
- Fundraising
- Financial Analysis
- Microsoft Office
- Bloomberg
- Financial Modeling
- Compliance
- Strategy
- Teamwork
- Thomson One Banker
- Valuation
- Project Management
- Competitive Analysis
- Strategic Planning
- Corporate Finance
- Public Speaking
- Investments
- iRise
- Entrepreneurship
- Business Strategy
- Business Analysis
- Visio
- Economics
- Finance
- Wealth Management
- Requirements Analysis
- Team Leadership
- Management Consulting
- ThomsonOne
- Equity Research
- Equity Valuation
- Financial Statement Analysis
- Strategic Financial Planning
- @Risk
- Financial Markets
- Advertising
- CRM
- Portfolio Management
- Microsoft Word
- C++
- Pharmacy
- Strategic Financial
- Services
- Financial Statement
Anh Lam Summary
- Anh Lam, based in McLean, VA, US, is currently a Chief Compliance Officer and Senior Vice President at West Financial Services, Inc.. Anh Lam brings experience from previous roles at Rembert Pendleton Jackson, Atlantic Union Bank and Sandy Spring Bank. Anh Lam holds a 2022 - 2022 Certified Regulatory and Compliance Professional (CRCP®) Program @ Georgetown University McDonough School of Business. With a robust skill set that includes Leadership, Bloomberg Terminal, Fundraising, Financial Analysis, Microsoft Office and more. Anh Lam has 4 emails and 2 mobile phone numbers on RocketReach.
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Victoria Henry
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Glenn Robinson
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Leslie Helfgott
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Leo Wilson
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