Ryan Lam Location
- California, United States
Ryan Lam Work
- 2024 - now Wealth Advisor @
- 2021 - 2024 Financial Strategist @
- 2015 - 2020 Financial Advisor + Founder @ Keane Financial
- 2013 - 2015 Client Manager @
- 2013 - 2013 Junior Associate @
- 2011 - 2013 Financial Services Professional @
Ryan Lam Education
- San Jose State University 2009 - 2013
Ryan Lam Skills
- PowerPoint
- Retirement Planning
- Microsoft Excel
- Sales
- Business Development
- Insurance
- Account Management
- Financial Advisory
- Investments
- Customer Relationship Management (CRM)
- Financial Services
- Wealth Management
- Financial Planning
- Health Insurance
- Property & Casualty Insurance
- Life Insurance
- Mutual Funds
- Investment Advisory
- Microsoft Office
- Microsoft Word
- Customer Service
- Time Management
- Cold Calling
- Leadership
- Sales Presentations
- Client Development
- New Business Development
- Insurance Planning
- Tax Planning
- Wealth Transfer
- Social Networking
- Risk Management
- Client-focused
- WordPress
- Digital Photography
- Salesforce.com
- Adobe Creative Suite
- Event Planning
- Photoshop
- Photography
- Marketing
- Social Media Marketing
- Wedding Photography
- SEO
- Advertising
- Event Management
- Startups
- Management
- Wedding Photojournalism
- Social Media
- Lightroom
Ryan Lam Summary
- Ryan Lam, based in California, United States, is currently a Wealth Advisor at Beacon Pointe. Ryan Lam brings experience from previous roles at Fountainhead Advisors, Keane Financial, Somerset Insurance Solutions, Inc. and Fisher Investments. Ryan Lam holds a 2009 - 2013 San Jose State University. With a robust skill set that includes PowerPoint, Retirement Planning, Microsoft Excel, Sales, Business Development and more. Ryan Lam has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Beacon Pointe Employees
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Indya Yuill
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Chris Palermo
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Michael Dow
Chief Investment Officer
Newport Beach, CA, US
Brandt Kuhn
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Jordan Heller
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David le
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