Joanne Lam Email & Phone Number
Senior Vice President of Wealth Management @ Osaic
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Joanne Lam Location
- New York, NY, US
Joanne Lam Work
- 2021 -now Senior Vice President of Wealth Management @ Osaic
- 2011 -2021 Senior Financial Consultant @
- 2009 -2011 Financial Advisor @
- 2007 -2009 Financial Advisor @ CitiGroup Smith Barney
- 2001 -2007 Tax Specialist @
Joanne Lam Education
- Fordham University 1992-1996
Joanne Lam Skills
- Leadership
- Financial Reporting
- Finance
- Project Management
- Public Speaking
- Wealth Management
- Mutual Funds
- Financial Advisory
- Retirement
- Series 7
- Strategic Financial Planning
- Asset Allocation
- Investment Strategies
Joanne Lam Summary
- Joanne Lam, based in New York, NY, US, is currently a Senior Vice President of Wealth Management at Osaic. Joanne Lam brings experience from previous roles at HSBC, Morgan Stanley, CitiGroup Smith Barney and Goldman Sachs. Joanne Lam holds a 1992 - 1996 Fordham University. With a robust skill set that includes Leadership, Financial Reporting, Finance, Project Management, Public Speaking and more. Joanne Lam has 3 emails and 2 mobile phone numbers on RocketReach.
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