Alex Kam
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Alex Kam Email & Phone Number

Seasoned Customer Success Director at Advisor360°
Location: Niagara Falls, Ontario, Canada 9 work roles 1 school
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Current company
Role
Seasoned Customer Success Director
Location
Niagara Falls, Ontario, Canada
Company size

Who is Alex Kam? Overview

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Quick answer

Alex Kam is listed as Seasoned Customer Success Director at Advisor360°, a company with 332 employees, based in Niagara Falls, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Alex Kam.

Alex Kam previously worked as Customer Success Director at Advisor360° and Director of Wealth Program Management at Agreement Express. Alex Kam holds Bachelor, Mathematics from University Of Waterloo.

Company email context

Email format at Advisor360°

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Advisor360°

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Profile bio

About Alex Kam

Want a hands-on leader to transform your digital landscape? I am a dynamic and adaptable global director specializing in leading teams to deliver complex SaaS project transformations.I have been recognized for exceptional dedication and the ability to surpass goals and client expectations. Positive and supportive leader, encourages growth, fosters talent and champions individuals to cultivate development. Personable and open communicator, never shies from challenges. Enthusiastic contributor with expertise in identifying priorities, facilitating presentations and team collaboration. Currently specializing in US Wealth client onboarding, I also have experience with ITIL, Agile and PRINCE2 methodologies. I am open to relocation for the right opportunity.

Listed skills include Integration, Project Management, Business Analysis, Team Leadership, and 43 others.

Current workplace

Alex Kam's current company

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Advisor360°
Advisor360°
Seasoned Customer Success Director
weston, massachusetts, united states
Website
Employees
332
AeroLeads page
9 roles · 16 years

Alex Kam work experience

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Customer Success Director

Current

Ontario, Canada

Jan 2023 - Present

Director Of Wealth Program Management

Ontario, Canada

Transforming the Agreement Express digital US Wealth custodian (Fidelity, Pershing and Schwab/TDA) solution and offerings. Enabling registered investment advisors (RIA's) to work with multiple custodians under 1 one integrated digital solution so they can focus on servicing their clients and not managing custodian paperwork.

May 2021 - Jan 2023

Wealth Program Manager

Ontario, Canada

Improving the multi-custodian (Fidelity, Schwab, TDA and Pershing) experience for our customers to take advantage of AEX features in reducing errors and improving efficiencies when opening and maintaining accounts.

Mar 2021 - May 2021

Implementation Specialist

Toronto, Ontario, Canada

Streamlining and lowering the client onboarding time of US Wealth Industry leaders.Strategic planning and implementation of initiatives to improve processes and product features for explosive growth in the upcoming year.

Apr 2020 - Mar 2021

Service Delivery Manager

Niagara Falls, Ontario, Canada

I had the responsibility of implementing and managing the third-party infrastructure service provider to manage the hybrid cloud architecture, and remote IT service desk. I worked with cyber security teams to ensure all existing and future desktop infrastructure is protected and secure. Managed of a team of 6 technical representatives across Canada.I.

2018 - 2020 ~2 yrs

Senior Business Analyst Team Lead

Toronto, Canada Area

I had the responsibility of client delivery activity. The team’s mandate was to help clients implement the company’s SAAS solution to help them rapidly on-board clients. This included but not limited to project scoping, forms creation, client training, and go-live support. Managed a team of 9 business analysts in Vancouver and Toronto.I created client.

2017 - 2018 ~1 yr

Program Manager

Toronto, Canada Area

I had the responsibility of defining IT program controls that support business initiatives and goals. I was also a member of the IT Steering Committee.Design and implemented IT project and change management processes, standards and tools, resulting in a more effective overall project management process.Assessed future technological assessment and.

2010 - 2011 ~1 yr

Service Delivery Manager

Dhl

Cyberjaya, Selangor, Malaysia

Reported to the VP of Infrastructure and Service Delivery with the responsibility of implementing, monitoring and managing the Client Services and Sales enterprise applications across 88 countries. Managed a team of 10 full-time local and off-shore team members.I managed the implementation of the project management methodology (PRINCE2) across the.

Apr 2003 - Sep 2009
Team & coworkers

Colleagues at Advisor360°

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1 education record

Alex Kam education

FAQ

Frequently asked questions about Alex Kam

Quick answers generated from the profile data available on this page.

What company does Alex Kam work for?

Alex Kam works for Advisor360°.

What is Alex Kam's role at Advisor360°?

Alex Kam is listed as Seasoned Customer Success Director at Advisor360°.

Where is Alex Kam based?

Alex Kam is based in Niagara Falls, Ontario, Canada while working with Advisor360°.

What companies has Alex Kam worked for?

Alex Kam has worked for Advisor360°, Agreement Express, Arterra Wines Canada, Agreement Express Inc., and Ash City.

Who are Alex Kam's colleagues at Advisor360°?

Alex Kam's colleagues at Advisor360° include Dongping Tan, Yegor Fedorchenko, Daniel Blanda, Raghavendra Naik, and Alex P..

How can I contact Alex Kam?

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What schools did Alex Kam attend?

Alex Kam holds Bachelor, Mathematics from University Of Waterloo.

What skills is Alex Kam known for?

Alex Kam is listed with skills including Integration, Project Management, Business Analysis, Team Leadership, Solution Architecture, Management, Sdlc, and Leadership.

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