Karmen Lai Email & Phone Number
Chief Operating Officer @ Fortis Lux Financial
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Karmen Lai Location
- New York, NY, US
Karmen Lai Work
- Chief Operating Officer @ (May 2026 - Present)
- Administration Specialist Program @ (May 2025 - April 2026)
- Senior Executive Business Partner @ (July 2016 - April 2025)
- Client Experience Manager, Onboarding and Transition Specialist @ (August 2014 - July 2016)
- Financial Services Representative, Financial Advisor @ (May 2013 - August 2014)
- Business Consultant @ V-Promise Insurance Broker Inc. (August 2014 - December 2014)
- Relationship Banker @ (November 2012 - May 2013)
- Personal Assistant @ (July 2010 - November 2012)
Karmen Lai Education
- Columbia Business School
Certificate Course (Digital Marketing)
2018-2018 - City University of New York-College of Staten Island
Bachelor of Science (B.S.) (Economics)
2010-2012 - City University of New York-College of Staten Island
Bachelor of Business Administration (B.B.A.) (Accounting and Finance)
2005-2009
Karmen Lai Skills
- Company Presentations
- Attention to Detail
- Operations
- Sales Processes
- Calendaring
- Presentations
- Digital Strategy
- Financial Services
- Project Management
- Operations Management
- Wealth Management
- Digital Marketing
- Marketing
- Email Marketing
- Analytical Skills
- Social Media Marketing
- Investments
- Project Planning
- Strategic Planning
- Business Development
- Business Process
- Business Strategy
- Life Insurance
- Trading
- Change Management
- Risk Management
- Final Cut Pro
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Teams
- Adobe Acrobat
- Organization Skills
- Customer Service
- Leadership
- Problem Solving
- Teamwork
- Communication
- Training
- Employee Training
- Mandarin
- Cantonese
- Customer-focused Service
- Office Operations
- Variable Annuities
- Wealth Management Services
- Annuity Sales
- Social Media Content Creation
- Mass Email Marketing
Karmen Lai Summary
- Karmen Lai, based in New York, NY, US, is currently a Chief Operating Officer at Fortis Lux Financial. Karmen Lai brings experience from previous roles at Meta, Fortis Lux Financial and MetLife. Karmen Lai holds a 2018 - 2018 Certificate Course in Digital Marketing @ Columbia Business School. With a robust skill set that includes Company Presentations, Attention to Detail, Operations, Sales Processes, Calendaring and more. Karmen Lai has 2 emails and 2 mobile phone numbers on RocketReach.
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