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 @ Merck (April 1996 - September 1999)
Calvin Lem Education
- St. John's University
BA (Finance)
1987-1991 - Jamaica High School 1984-1987
Calvin Lem Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Managment
- Banking
- Bonds
- Capital Markets
- Commercial Banking
- Credit
- Equities
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- Fixed Income
- Hedge Funds
- High Net Worth Individuals
- IRAs
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Life
- Life Insurance
- Loans
- Long-term Care
- Mortgage Lending
- Mutual Funds
- Pensions
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Securities
- Separately Managed Accounts
- Series 24
- Series 6
- Series 63
- Series 65
- Series 7
- Small Business Lending
- Strategic Financial Planning
- Uniform Combined State Law
- Variable Annuities
- Wealth
- Wealth Management
- Wealth Management Services
- Leadership
- Life
- Business Analysis
- Strategy
- Microsoft Word
- Long Term Care
- Financial Analysis
- Fork
- Management
- Capital
- Services
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 401k, Alternative Investments, Asset Allocation, Asset Managment, Banking and more. Calvin Lem has 1 mobile phone numbers on RocketReach.
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