Calvin Lem Email & Phone Number
Senior Vice President - Citi Personal Wealth Management @ Citigroup Global Capital Markets Inc.
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Calvin Lem Location
- Scarsdale, NY, US
Calvin Lem Work
- Senior Vice President - Citi Personal Wealth Management @ (June 2015 - Present)
- Vice President - Personal Wealth Management @ Citibank (June 2015 - April 2024)
- Financial Consultant @ Capital One Financial Advisors (April 1999 - April 2024)
- Assistant Vice President @ (April 1999 - April 2024)
- Senior Financial Advisor @ (January 2004 - January 2006)
- Professional Representative @ (April 1996 - September 1999)
Calvin Lem Education
- St. John's University
BA (Finance)
1987-1991 - Jamaica High School 1984-1987
Calvin Lem Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- Leadership
- Banking
- Fixed Annuities
- Pensions
- Bonds
- Fixed Income
- Insurance
- Life
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Capital Markets
- Investments
- Relationship Management
- Business Analysis
- Mortgage Lending
- Variable Annuities
- Finance
- Series 6
- 401k
- Asset Allocation
- Investment Advisory
- Strategy
- Asset Managment
- Commercial Banking
- Wealth Management
- Equities
- Mutual Funds
- Financial Services
- Life Insurance
- Uniform Combined State Law
- FINRA
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Microsoft Word
- Separately Managed Accounts
- Credit
- Long Term Care
- Financial Analysis
- Wealth
- Fork
- Series 24
- Management
- Capital
- Retirement
- Series 65
- Services
- Small Business Lending
- Loans
- Series 7
- Securities
- Hedge Funds
Calvin Lem Summary
- Calvin Lem, based in Scarsdale, NY, US, is currently a Senior Vice President - Citi Personal Wealth Management at Citigroup Global Capital Markets Inc.. Calvin Lem brings experience from previous roles at Citibank, Capital One Financial Advisors, Capital One and North Fork Bank. Calvin Lem holds a 1987 - 1991 BA in Finance @ St. John's University. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Leadership and more. Calvin Lem has 1 mobile phone numbers on RocketReach.
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