Wilson Lam Email & Phone Number
Operations Manager @ Stifel Financial Corp.
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Wilson Lam Location
- San Francisco, CA, US
Wilson Lam Work
- 2010 -now Operations Manager @
- 1999 -2010 Director - Operations @
- 1996 -1999 New Accounts Manager @
Wilson Lam Education
- San Francisco State University
(Business Administration, Real Estate, Banking, Finance)
1987-1992
Wilson Lam Skills
- Alternative Investments
- Series 63
- Electronic Trading
- Fixed Income
- Valuation
- Portfolio Management
- Capital Markets
- Investments
- Bloomberg
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- FINRA
- Risk Management
- Asset Management
- Back Office
- Series 24
- Private Equity
- Investment Banking
- Trading Systems
- Trading
- Middle Office
- Options
- Series 7
- Securities
- Hedge Funds
- Equity Trading
- Financial Markets
Wilson Lam Summary
- Wilson Lam, based in San Francisco, CA, US, is currently a Operations Manager at Stifel Nicolaus & Company Inc. Wilson Lam brings experience from previous roles at Thomas Weisel Partners LLC and Montgomery Securities. Wilson Lam holds a 1987 - 1992 San Francisco State University. With a robust skill set that includes Alternative Investments, Series 63, Electronic Trading, Fixed Income, Valuation and more. Wilson Lam has 4 emails and 1 mobile phone numbers on RocketReach.
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