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Caitlin Lam Location
Saint Paul, MN, US
Caitlin Lam Work
Principal Retirement Plan Consultant @ (March 2018 - Present)
Retirement Account Associate @ (May 2016 - February 2018)
Account Manager @ (May 2014 - April 2016)
Client Services Consultant @ (January 2014 - April 2014)
Securities Administration Systems Analyst @ (September 2012 - January 2014)
Corporate Trust Account Associate @ Wells Fargo Bank (October 2011 - September 2012)
Retirement Services Representative II @ (July 2010 - September 2011)
Tutor @ (September 2008 - May 2009)
Dance teacher @ Lac Qui Parle School District (September 2007 - May 2008)
Caitlin Lam Education
Augsburg University
Master of Business Administration (M.B.A.)
2016-2018
Augsburg University
Bachelors of Art (Business Administration - Economics)
2008-2010
Woodbury
High school
Caitlin Lam Skills
Cantonese
Bilingual Proficiency
SPSS
Microsoft Excel
Microsoft Office
Always Punctual
Quick Thinker
Situational Leadership
Business Objects
Adobe Acrobat
Event Planning
Social Media
Accounting
Management
Customer Service
Access
Market Research
Research
CRM
Marketing
PowerPoint
Training
Social Networking
Time Management
Sales
Social Media Marketing
Customer Relationship Management (CRM)
Finance
Leadership
Public Speaking
Microsoft PowerPoint
Caitlin Lam Summary
Caitlin Lam, based in Saint Paul, MN, US, is currently a Principal Retirement Plan Consultant at Marsh & McLennan Agency - Upper Midwest. Caitlin Lam brings experience from previous roles at Lurie, LLP and Wells Fargo. Caitlin Lam holds a 2016 - 2018 Master of Business Administration (M.B.A.) @ Augsburg University. With a robust skill set that includes Cantonese, Bilingual Proficiency, SPSS, Microsoft Excel, Microsoft Office and more. Caitlin Lam has 4 emails and 1 mobile phone numbers on RocketReach.
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