Anthony Lam Email & Phone Number
Financial Advisor @ Christopher Street Financial
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Anthony Lam Location
- New York, NY, US
Anthony Lam Work
- Financial Advisor @ (October 2023 - Present)
- Treasurer and Non Executive Director @ GiveOUT Australia (March 2018 - August 2022)
- Partner and Wealth Manager @ (March 2021 - November 2021)
- Partner Wealth Management @ (July 2019 - November 2020)
- Wealth Manager @ (August 2010 - June 2019)
- Manager, Management Information Systems and Manager, Group Internal Reporting @ (October 2006 - July 2010)
- Finance Manager, Strategic Markets Region @ (January 2005 - August 2006)
- Finance Manager, UK Region @ (October 2003 - December 2004)
- Assistant Manager, Consumer and Industrial Markets @ (November 1999 - September 2003)
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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