Jacky Lam Email & Phone Number
Sr VP Financial Consultant @ Charles Schwab
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
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.
Looking for a different Jacky Lam?
Find contact details for 700 million professionals.
Others Named Jacky Lam
Jacky Lam
Associate Creative Director
Hong Kong
Jacky Lam
Marketing Manager
Hong Kong
Jacky Lam
General Manager, Sales
Kowloon, Hong Kong
Top Charles Schwab Employees
Kathie Chao
Managing Director, Wealth Offers, Operations, and Strategy
San Francisco, CA, US
Chandra Stanley
Managing Director, Digital Marketing and Owned Channels
San Francisco, CA, US
Clyde Langley
Managing Director - Financial Crimes Risk Management
Cocoa Beach, FL, US
Jonathan Craig
Managing Director, Head of Retail Investing
San Francisco, CA, US
Stacy Hammond
Chief Marketing Officer
California, United States
Jon Beatty
Chief Operating Officer
Texas, United States
Jeff Houdek
Founder and CEO at JJH Investing
Appleton, WI, US
Omar Aguilar
Chief Executive Officer, Schwab Asset Management
San Francisco, CA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co