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Scott Lam Location
Florida, United States
Scott Lam Work
Senior Wealth Advisor @ (July 2024 - Present)
Wealth Advisor @ (May 2019 - July 2024)
Wealth Management Consultant @ (May 2017 - July 2018)
Business Development Officer @ (May 2015 - April 2017)
Contact Center Service Representative @ (September 2011 - April 2015)
Scott Lam Education
University of Florida
Bachelor's degree (Economics)
2007-2011
Scott Lam Skills
Credit Analysis
Banking
Business Development
Retail Banking
Credit
Financial Analysis
Financial Services
Finance
Certified Financial Planner
Series 7
Series 66
Life and Health Insurance Licenses
Scott Lam Summary
Scott Lam, based in Florida, United States, is currently a Senior Wealth Advisor at MG&A Wealth. Scott Lam brings experience from previous roles at MG&A Wealth and Municipal Credit Union. Scott Lam holds a 2007 - 2011 Bachelor's degree in Economics @ University of Florida. With a robust skill set that includes Credit Analysis, Banking, Business Development, Retail Banking, Credit and more. Scott Lam has 2 emails and 1 mobile phone numbers on RocketReach.
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