Sam Lau Email & Phone Number
Vice President - Sales @ Sagient
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Sam Lau Location
- South Pasadena, CA, US
Sam Lau Work
- Vice President - Sales @ (October 2023 - Present)
- Managing Director @ (May 2015 - Present)
- Premier Wealth Advisor @ (February 2010 - May 2015)
- Senior Financial Advisor @ (July 2005 - February 2010)
- Financial Advisor @ (November 2003 - July 2005)
Sam Lau Education
- California State University, Fullerton
Bachelor of Business Administration (BBA) (Finance)
2000-2003
Sam Lau Skills
- Wealth Management
- Financial Advisory
- Estate Planning
- Series 7
- Investment Advisory
- Asset Allocation
- Retirement Planning
- Investments
- Portfolio Management
- Financial Analysis
- Mutual Funds
- Relationship Management
- Financial Planning
- Asset Management
- Securities
- Financial Services
- Risk Management
- Management
Sam Lau Summary
- Sam Lau, based in South Pasadena, CA, US, is currently a Vice President - Sales at Sagient. Sam Lau brings experience from previous roles at MassMutual Financial Group, HSBC, Citi and American Express. Sam Lau holds a 2000 - 2003 Bachelor of Business Administration (BBA) in Finance @ California State University, Fullerton. With a robust skill set that includes Wealth Management, Financial Advisory, Estate Planning, Series 7, Investment Advisory and more. Sam Lau has 4 emails and 1 mobile phone numbers on RocketReach.
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