Derek Tam Email & Phone Number
Senior Wealth Advisor @ Lido Advisors, LLC
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Derek Tam Location
- United States
Derek Tam Work
- 2023 -now Senior Wealth Advisor @
- 2022 -2023 Managing Director @
- 2014 -2022 Senior Business Development Officer and Client Advisor @
- 2013 -2014 Senior Client Advisor, Principal @ Banyan Partners
- 2010 -2013 Client Advisor @
- 2007 -2010 Wealth Manager @ H&S Financial Advisors LLC
Derek Tam Education
- University of San Diego
Bachelors (Business with emphasis in Finance)
2003-2006 - Los Gatos High School 1999-2003
Derek Tam Skills
- Analysis
- Research
- Asset Allocation
- Financial Analysis
- Investments
- Portfolio Management
- Strategy
- Financial Advisory
- Risk Management
- Strategic Financial Planning
- Entrepreneurship
- Finance
- Retirement Planning
- Management
- Wealth Management Services
- Investment Advisory
- Wealth
- Wealth Management
- Financial Planning
- Business Development
- Development
Derek Tam Summary
- Derek Tam, based in United States, is currently a Senior Wealth Advisor at Lido Advisors, LLC. Derek Tam brings experience from previous roles at SVB Private, Boston Private Wealth LLC, Banyan Partners and Silver Bridge. Derek Tam holds a 2003 - 2006 Bachelors in Business with emphasis in Finance @ University of San Diego. With a robust skill set that includes Analysis, Research, Asset Allocation, Financial Analysis, Investments and more. Derek Tam has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Lido Advisors, LLC Employees
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Justin Barish
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Jeffrey Garden
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Jon Teran
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