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
- Senior Vice President of Wealth Management @ Osaic (January 2021 - Present)
- Financial Advisor @ (June 2009 - February 2011)
- Financial Advisor @ CitiGroup Smith Barney (February 2007 - June 2009)
- Tax Specialist @ (April 2001 - January 2007)
- Senior Financial Consultant @ (February 2011 - January 2021)
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 Morgan Stanley, CitiGroup Smith Barney, Goldman Sachs and HSBC. 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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