Herbert Lam Email & Phone Number
Life Insurance Consultant
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Herbert Lam Location
- Calgary, AB, CA
Herbert Lam Work
- Finance Advisor - Shell Trading Canada @ (October 2024 - Present)
- Credit Advisor @ (June 2015 - December 2024)
- Credit Analyst @ (April 2013 - May 2015)
- Life Insurance Consultant @ Insurius Consulting (January 2007 - Present)
- P and C Insurance Advisor @ (October 2020 - Present)
- Associate Manager, Subordinate Financing @ (May 2011 - March 2013)
- Account Manager @ (September 2009 - May 2011)
- Mortgage Associate @ Atlantic (HS) Financial (January 2005 - January 2009)
- Various Roles @ (January 1994 - January 2005)
Herbert Lam Education
- Certified Management Accountants of Canada
CMA
2009-2011 - University of Calgary
MBA
2003 - SWC
Herbert Lam Skills
- Account Management
- Accounting
- Analysis
- Banking
- Business Analysis
- Business Strategy
- Corporate Finance
- Credit
- Credit Analysis
- Credit Risk
- Customer Relations
- Disability Insurance
- Finance
- Financial Analysis
- Financial Modeling
- Financial Risk
- Life Insurance
- Long Term Care Insurance
- Mergers
- Mortgage Lending
- Negotiation
- Portfolio Management
- Risk
- Risk Management
- Strategic Planning
- Term Life Insurance
- Valuation
- Whole Life Insurance
Herbert Lam Summary
- Herbert Lam, based in Calgary, AB, CA, is currently a Life Insurance Consultant at Insurius Consulting. Herbert Lam brings experience from previous roles at Shell and InsureLine Brokers Inc.. Herbert Lam holds a 2009 - 2011 CMA @ Certified Management Accountants of Canada. With a robust skill set that includes Account Management, Accounting, Analysis, Banking, Business Analysis and more. Herbert Lam has 2 emails on RocketReach.
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