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Philip Lam Location
Boston, MA, US
Philip Lam Work
Associate Director @ (August 2023 - Present)
Analyst @ (August 2020 - August 2023)
Analyst @ (August 2018 - August 2020)
Fixed Income Analyst @ (June 2017 - August 2018)
Fundraiser @ (August 2014 - December 2014)
Philip Lam Education
Indiana University - Kelley School of Business
Bachelor of Science - BS (Finance)
2013-2017
Newton North High School 2009-2013
Philip Lam Skills
Financial Modeling
Financial Analysis
Investments
Market Research
Capital Markets
Valuation
Finance
Microsoft Excel
Data Analysis
PowerPoint
Microsoft Office
Social Networking
Teamwork
Social Media
Philip Lam Summary
Philip Lam, based in Boston, MA, US, is currently a Associate Director at CCA Group, LLC. Philip Lam brings experience from previous roles at CCA Group, LLC, Zions Bank, BNY Mellon and Indiana University Foundation. Philip Lam holds a 2013 - 2017 Bachelor of Science - BS in Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes Financial Modeling, Financial Analysis, Investments, Market Research, Capital Markets and more. Philip Lam has 3 emails and 3 mobile phone numbers on RocketReach.
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