William Lam Email & Phone Number
Trust Operations - Associate Vice President @ Rockefeller Capital Management
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William Lam Location
- New York, United States
William Lam Work
- 2026 -now Trust Operations - Associate Vice President @
- 2023 -2026 Trust Operations Associate @
- 2022 -2023 Investment Operations Manager @
- 2020 -2022 Senior Investment Operations Analyst (Team Lead) @
- 2006 -2020 Investment Operations Analyst @
- 2004 -2006 Senior Financial Associate (Team Lead) @
- 2003 -2004 Financial Associate @
William Lam Education
- Baruch College
BBA (Finance)
William Lam Skills
- Banking
- Access
- Financial Services
- Trading
- Payments
- Microsoft Excel
- Options
- Security
- Settlement
- Operating Systems
- Securities
- Back Office
- Finance
- Risk Management
- Mutual Funds
- Investments
- Portfolio Management
- Corporate Actions
- Financial Analysis
- Fixed Income
- Equities
William Lam Summary
- William Lam, based in New York, United States, is currently a Trust Operations - Associate Vice President at Rockefeller Capital Management. William Lam brings experience from previous roles at Rockefeller Capital Management and Brown Brothers Harriman. William Lam holds a BBA in Finance @ Baruch College. With a robust skill set that includes Banking, Access, Financial Services, Trading, Payments and more. William Lam has 1 emails and 2 mobile phone numbers on RocketReach.
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Edward Moldaver
Managing Director
New York, NY, US
Samantha Cooper
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Schuyler Perry
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