Kathy Lam Email & Phone Number
Wealth Relationship Manager, AVP @ Citi
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Kathy Lam Location
- San Jose, CA, US
Kathy Lam Work
- Wealth Relationship Manager, AVP @ (October 2013 - Present)
- Licensed Personal Banker @ (March 2011 - October 2013)
- Office Administrator @ National Ceramics (January 2009 - January 2011)
- Vice President Client Manager @ (January 2003 - January 2009)
- Assistant Vice President and Premier Manager @ (January 2000 - January 2003)
- Assistant Manager and Senior Banking Officer @ (January 1989 - January 2000)
Kathy Lam Education
- San José State University
Bachelor's degree (Marketing)
- San José State University
Minor (Economics)
Kathy Lam Skills
- Bilingualism
- Consumer Lending
- Customer Satisfaction
- Customer Service
- Emotional Connection
- Emotional Intelligence
- Financial Institutions
- Investment Sales
- Management
- Networking
- Office Administration
- Organization Skills
- Portfolio Management
- Sales
- Series 6
- Series 63
- Series 7
- Teamwork
- Uniform Combined State Law
- Wealth Management
Kathy Lam Summary
- Kathy Lam, based in San Jose, CA, US, is currently a Wealth Relationship Manager, AVP at Citi. Kathy Lam brings experience from previous roles at Wells Fargo, National Ceramics and Bank of America. Kathy Lam holds a Bachelor's degree in Marketing @ San José State University. With a robust skill set that includes Bilingualism, Consumer Lending, Customer Satisfaction, Customer Service, Emotional Connection and more. Kathy Lam has 2 emails and 1 mobile phone numbers on RocketReach.
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