Lily Lam Email & Phone Number
Registered Representative @ Northeast Planning Corporation
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Lily Lam Location
- Glen Rock, NJ, US
Lily Lam Work
- Registered Representative @ (December 2024 - Present)
- Financial Services Professional @ (March 2022 - Present)
- Financial Services Professional @ (October 2020 - February 2022)
- Financial Advisor @ (January 2019 - October 2020)
- Financial Services Professional @ (June 2016 - January 2019)
- Financial Professional @ (November 2010 - April 2016)
- Vice President - International Securities Lending @ (January 2006 - January 2009)
- Vice President - US Securities Lending @ (January 1995 - January 2006)
- Executive Director - Global Operations @ Goldman Sachs Asia Ltd (January 1990 - January 1995)
- Manager @ Goldman Sachs Japan Corp (January 1986 - January 1990)
Lily Lam Education
- Baruch College - City University of New York
Bachelor (Finance and Mathematics)
Lily Lam Skills
- Estate Planning
- Banking
- Fixed Income
- Executive Management
- Retirement Planning
- Valuation
- College Planning
- Sales
- Settlement
- Start Ups
- Portfolio Management
- Derivatives
- Investments
- Relationship Management
- Financial Risk
- Finance
- Strategic Planning
- Strategy
- Financial Services
- Training
- Management
- Insurance Planning
- Project Management
- Trading
- Security
- Loans
- Series 7
- Hedge Funds
- Global Operations
- System/Process Re Engineering
- Client Services
- Global Securities Lending
- Product/Infrastructure Development
- Strategic Business Expansions
Lily Lam Summary
- Lily Lam, based in Glen Rock, NJ, US, is currently a Registered Representative at Northeast Financial Network. Lily Lam brings experience from previous roles at National Life Group, Primary Financial, ABMM Financial and MassMutual NJ-NYC. Lily Lam holds a Bachelor in Finance and Mathematics @ Baruch College - City University of New York. With a robust skill set that includes Estate Planning, Banking, Fixed Income, Executive Management, Retirement Planning and more. Lily Lam has 2 emails and 3 mobile phone numbers on RocketReach.
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