Anthony Lam Email & Phone Number
Financial Advisor @ Christopher Street Financial
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Anthony Lam Location
- New York, NY, US
Anthony Lam Work
- 2023 -now Financial Advisor @
- 2018 -2022 Treasurer and Non Executive Director @ GiveOUT Australia
- 2021 -2021 Partner and Wealth Manager @
- 2019 -2020 Partner Wealth Management @
- 2010 -2019 Wealth Manager @
- 2006 -2010 Manager, Management Information Systems and Manager, Group Internal Reporting @
- 2005 -2006 Finance Manager, Strategic Markets Region @
- 2003 -2004 Finance Manager, UK Region @
- 1999 -2003 Assistant Manager, Consumer and Industrial Markets @
Anthony Lam Education
- The University of Manchester
Bachelor of Arts - BA (Accounting and Law)
1995-1999 - The Manchester Grammar School 1988-1995
Anthony Lam Skills
- Personal Financial Planning
- FINRA
- Independent Financial Advice
- Presentation Skills
- Business Planning
- Client Relations
- Strategic Planning
- Leadership
- Analytical Skills
- Accounting
- Financial Reporting
- Management Accounting
- Certified Financial Planner
- Succession Planning
- Auditing
- Financial Analysis
- Consolidated Financial Statements
- Cost Accounting
- Planning Budgeting & Forecasting
- Business Analysis
- Corporate FP&A
- Management Information Systems (MIS)
- Team Leadership
- Forecasting
- Budgeting
- Sales
- Coaching
- Wealth Management Services
- Business Development
- Investment Management
- Build Strong Relationships
- New Client Acquisitions
- Financial planning
- Chartered Accountant
- Strategic Financial Planning
- Financial Services
- Wealth Management
- Retirement Planning
- Superannuation
- Investments
- Finance
- Asset Management
- Portfolio Management
- Wealth
- Investment Strategies
- Stakeholder Management
- Risk Management
- Management
- Investment Advisory
- Equities
- Financial Advisory
- Relationship Building
Anthony Lam Summary
- Anthony Lam, based in New York, NY, US, is currently a Financial Advisor at Christopher Street Financial. Anthony Lam brings experience from previous roles at GiveOUT Australia, Sayers and Perpetual Limited. Anthony Lam holds a 1995 - 1999 Bachelor of Arts - BA in Accounting and Law @ The University of Manchester. With a robust skill set that includes Personal Financial Planning, FINRA, Independent Financial Advice, Presentation Skills, Business Planning and more. Anthony Lam has 2 emails and 1 mobile phone numbers on RocketReach.
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