Jacky Lam Email & Phone Number
Sr VP Financial Consultant @ Charles Schwab
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Jacky Lam Location
- Hong Kong
Jacky Lam Work
- 2025 - now Sr VP Financial Consultant @
- 2018 - 2024 VP Financial Consultant @
- 2017 - 2018 Sr. Investment Consultant @
- 2016 - 2017 Chief Wealth Management Advisor @
- 2007 - 2015 Sales Manager @
- 2006 - 2007 Financial Executive @
- 2004 - 2006 Financial Service Representative @
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 2 mobile phone numbers on RocketReach.
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