Lawrence Lai Email & Phone Number

Assistant Vice President, Portfolio Specialist @ Wells Fargo Private Bank

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Lawrence Lai Location

Orlando, FL, US

Lawrence Lai Work

2022 -now Assistant Vice President, Portfolio Specialist @
2022 -2022 Equity Research Associate, Research Management @
2019 -2022 Analyst, StreetAccount @
2018 -2019 Economic Research Assistant @
2017 -2018 Junior Risk Analyst @

Lawrence Lai Education

Georgetown University McDonough School of Business
Master of Science - MS (Finance, General)
2019-2021
Northeastern University
Bachelor of Science - BSBA (Finance and Supply Chain Management)
2015-2019

Lawrence Lai Skills

Writing
International Business
Stock Exchange
Archer
Chemistry
Stock Market
Local Government
Spokesperson
English Teaching
Risk Analytics
Beverage
Students
Special Needs
Performer
Finance
Franchising
Exp
Scholarships
Product Management
Organizational Structure
Consumerism
Travel
Procurement
Management
Comedy
Isp
Cat
Public Relations
Design
Politics
Science
Arithmetic
Currency
Programming Languages
Personal Support
Integration
Steering
Aid
Leadership
Loan Servicing
Football
Wellness
PowerPoint
Boston
Defense
Public Speaking
Accounting
Approvals
Calculus
Networking
Data Validation
Automotive Engineering
Entry
Sociology
Foundation
System
Education
English
Hospice
Team Leadership
Bilingual
Elementary Education
Fundraising
Engineering
DTS
Google
Branding
Guitar
Microsoft Office
Risk Analysis
Budgeting
Microsoft Excel
Founding
Customer Service
Enterprise Software
Wealth
Taiwan
Urban Culture
Teamwork
Project Management
Accounts Payable
RSA Security
Student Council
In Home
Peer to Peer
Campaigns
Church Events
Endurance
Economics
Accreditation
Corporate Finance
Consumer Electronics
Advent
Stock Trading
Event Planning
Accountability
Data Analysis
Chinese
Debate
Communication
Strategic Planning
Active
Quality Assurance
Operations
HTML
Christianity
Repository
One on One
Social Influence
Cashiering
Philosophy
Remediation
Project
Contractual Agreements
Data Integrity
Supportive Services
Craftsmanship
Presentations
SPSS
HTML5
Human Geography
Internal Audit
Packaging
International
Taiwanese
Camp
EMS
Biology
Curriculum Design
Teaching
Microsoft Exchange
Forms
Reviews
Spreadsheets
Investments
Colleges
Academic
Resiliency
Guidelines
Business Insights
Software
Charter
American History
Receptionist Duties
Compliance
San Francisco
Psychology
Microsoft Word
Program Management
Tutoring
Financial Research
Onboarding
Platforms
Invoicing
Risk
Trading
SAP FI
Supply Chain
Schools
Gaps
Prototype
Leadership Experience
Databases

Lawrence Lai Summary

Lawrence Lai, based in Orlando, FL, US, is currently a Assistant Vice President, Portfolio Specialist at Wells Fargo Private Bank. Lawrence Lai brings experience from previous roles at Cowen Inc., FactSet, Manulife Investment Management and State Street. Lawrence Lai holds a 2019 - 2021 Master of Science - MS in Finance, General @ Georgetown University McDonough School of Business. With a robust skill set that includes Writing, International Business, Stock Exchange, Archer, Chemistry and more. Lawrence Lai has 1 mobile phone numbers on RocketReach.