Long Lam Email & Phone Number
Financial Strategist | Wealth and Protection Planning
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Long Lam Location
- Mansfield, TX, US
Long Lam Work
- Financial Strategist | Wealth and Protection Planning @ Independent (May 2025 - Present)
Long Lam Education
-
Master of Business Administration (Accounting)
2011-2013 - University of Texas
Master of Business Administration
- Texas State University
Bachelor of Arts
Long Lam Skills
- Planning Budgeting & Forecasting
- Corporate FP&A
- Market Research
- Marketing
- Essbase
- Hyperion Enterprise
- Pivot Tables
- Access
- Oracle Applications
- Cognos
- Visio
- Analysis
- Oracle Reports
- Outlook
- Business Objects
- Crystal Reports
- Microsoft Excel
- Business Analysis
- Oracle E-Business Suite
- Budgets
- Teradata
- IBM iSeries
- SAP
- Financial Reporting
- Variance Analysis
- Finance
- Forecasting
- Accounts Receivable
- Analytical Skills
- Microsoft Access
- Business Advisory Services
- Cash Flow Management
- Estate Planning
- Family Wealth Management
- Financial Modeling
- Financial Planning
- Insurance Planning
- Investment Strategies
- Retirement Planning
- Risk Management
- Tax Strategy
- Writing
- Profession
- Oracle E Business Suite
- Financial Data
- Credit Cards
- Sales
- Manages
- Net
- Cost
- Microsoft Technologies
- Functional Specifications
- Return on Investment
- Executive Positions
- Temporary Placement
- Liability
- Formulas
- Organizational Structure
- GL
- Texas
- Management
- Revenue
- Financial Statements
- General Ledger
- Resolve
- Enterprise Content Management
- RCM
- PowerPoint
- SharePoint
- Accounting
- Workflow
- Financial Forecasting
- EBITDA
- Profit
- Reconcile
- Scorecard
- Legal Writing
- System
- Business Services
- Healthcare
- Reports
- Crystal
- Branding
- Inventory
- Walker
- Account Reconciliation
- Budgeting
- Dcse
- Withholding
- Training
- Microsoft Publisher
- Enterprise Software
- Lam
- Research
- Reporting
- Accounts Payable
- Capital
- Call Centers
- Controller
- Handling Money
- CPA
- Gas
- Month End Closing
- Controllers
- Applications
- A+ Certified
- Data Analysis
- Client Services
- Communication
- Home
- Advertising
- ERP
- Bank Reconciliation
- Dell Computers
- Macro
- Kronos
- Co Branding
- Queries
- Credit
- CMS
- Avaya Technologies
- Project Planning
- Microsoft Certified Professional
- GAAP
- Documentum
- SQL
- House
- DoD
- Nature
- Responsibility
- Internal Audit
- International
- Data Warehousing
- Executive Management
- PowerPivot
- IRS
- Interfaces
- Reviews
- Business Rules
- VisionPLUS
- Internal Customers
- Software
- Compliance
- Certified Business Analyst
- Microsoft Word
- Test Scripts
- Movex
- Business Process
- Monarch
- Special Projects
- Financial Analysis
- Setups
- Invoicing
- Problem Solving
- Cost Benefit
- Conceptual Modeling
- Interventions
- Excel models
- Pivot
- North American
- Accounting System
- Americas
- Automation
- Databases
Long Lam Summary
- Long Lam, based in Mansfield, TX, US, is currently a Financial Strategist | Wealth and Protection Planning at Independent. Long Lam holds a 2011 - 2013 Master of Business Administration in Accounting. With a robust skill set that includes Planning Budgeting & Forecasting, Corporate FP&A, Market Research, Marketing, Essbase and more. Long Lam has 1 emails and 1 mobile phone numbers on RocketReach.
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