Jennifer Lam Email & Phone Number
Managing Director, Head of Client Service @ Cresset
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Jennifer Lam Location
- San Francisco, CA, US
Jennifer Lam Work
- 2026 -now Managing Director, Head of Client Service @
- 2024 -2026 Vice President Client Services @
- 2019 -2024 Head of Client Services @
- 2016 -2019 Client Relationship Manager @
- 2013 -2016 Wealth Management Banker @
- 2010 -2013 Admissions Manager @ Academy of Art University
- 2008 -2010 Client Manager and MLS @ Bank of America
- 2005 -2007 Customer Account Executive @
Jennifer Lam Education
- University of California, Davis 1996-2000
Jennifer Lam Skills
- Leadership
- Microsoft Office
- Portfolio Management
- Management
- Banking
- Relationship Management
- Mortgage Lending
- Credit
- Customer Service
- Loans
- Sales
Jennifer Lam Summary
- Jennifer Lam, based in San Francisco, CA, US, is currently a Managing Director, Head of Client Service at Cresset. Jennifer Lam brings experience from previous roles at Mariner, First Republic Private Wealth Management and Merrill Lynch. Jennifer Lam holds a 1996 - 2000 University of California, Davis. With a robust skill set that includes Leadership, Microsoft Office, Portfolio Management, Management, Banking and more. Jennifer Lam has 2 emails on RocketReach.
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