Lucy Lam Email & Phone Number
Chief Compliance Officer @ Werba Rubin Papier Wealth Management LLC
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Lucy Lam Location
- San Jose, CA, US
Lucy Lam Work
- 2022 -now Chief Compliance Officer @
- 2017 -2022 Operations Manager @
- 2008 -2017 Operations Manager @ Fluent Wealth Partners, LLC
- 2006 -2008 Operations Manager @ PWJohnson Wealth Management
- 2003 -2006 Sales Assistant @
- 2000 -2003 Sales Assistant @
Lucy Lam Education
- University of Phoenix 2005-2009
Lucy Lam Skills
- Leadership
- Management
- CMA
- Investments
- Risk Management
- Relationship Management
- Banking
- New Business Development
- Financial Analysis
- Sales
- Operations
Lucy Lam Summary
- Lucy Lam, based in San Jose, CA, US, is currently a Chief Compliance Officer at Werba Rubin Papier Wealth Management LLC. Lucy Lam brings experience from previous roles at Werba Rubin Papier Wealth Management LLC, Fluent Wealth Partners, LLC, PWJohnson Wealth Management and Comerica Bank. Lucy Lam holds a 2005 - 2009 University of Phoenix. With a robust skill set that includes Leadership, Management, CMA, Investments, Risk Management and more. Lucy Lam has 1 emails and 1 mobile phone numbers on RocketReach.
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