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
- Managing Director, Head of Client Service @ (March 2026 - Present)
- Vice President Client Services @ (May 2024 - March 2026)
- Head of Client Services @ (July 2019 - May 2024)
- Client Relationship Manager @ (June 2016 - July 2019)
- Wealth Management Banker @ (August 2013 - June 2016)
- Admissions Manager @ Academy of Art University (June 2010 - August 2013)
- Client Manager and MLS @ Bank of America (February 2008 - June 2010)
- Customer Account Executive @ (August 2005 - February 2007)
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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