Jacky Lam Email & Phone Number
Sr VP Financial Consultant @ Charles Schwab
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Jacky Lam Location
- Hong Kong
Jacky Lam Work
- Sr VP Financial Consultant @ (January 2025 - Present)
- VP Financial Consultant @ (May 2018 - December 2024)
- Sr. Investment Consultant @ (March 2017 - May 2018)
- Chief Wealth Management Advisor @ (May 2016 - February 2017)
- Sales Manager @ (July 2007 - December 2015)
- Financial Executive @ (October 2006 - June 2007)
- Financial Service Representative @ (November 2004 - April 2006)
Jacky Lam Education
- University of Plymouth
Bachelor's degree (Business Management)
- The University of Hong Kong
Advanced Diploma in Corporate Administration and Governance
- Kwantlen Polytechnic University
(Business Administration and Management, General)
Jacky Lam Skills
- Sales
- Risk Management
- Seminar Presentations
- Long-term Customer Relationships
- Customer Retention
- Customer Service
- Wealth Management
- Retail Banking
- Retirement
- Credit
- Long Term Customer Relationships
- Business Analysis
- Financial Analysis
Jacky Lam Summary
- Jacky Lam, based in Hong Kong, is currently a Sr VP Financial Consultant at Charles Schwab. Jacky Lam brings experience from previous roles at Charles Schwab, Sun International Financial Group and E*TRADE Financial Corporation. Jacky Lam holds a Bachelor's degree in Business Management @ University of Plymouth. With a robust skill set that includes Sales, Risk Management, Seminar Presentations, Long-term Customer Relationships, Customer Retention and more. Jacky Lam has 2 emails and 3 mobile phone numbers on RocketReach.
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