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Anna Lam is listed as Legal Associate, Wellington Management at Wellington Management, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at wellington.com and a matched LinkedIn profile for Anna Lam.
Anna Lam previously worked as Legal Associate- Assistant Vice President at Wellington Management and Client Reporting - Fixed Income at Wellington Management. Anna Lam holds Juris Doctor, Law from Suffolk University Law School.
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AeroLeads found 1 current-domain work email signal for Anna Lam. Compare company email patterns before reaching out.
Anna Lam is a Legal Associate, Wellington Management at Wellington Management. She possess expertise in securities, legal research, due diligence, customer service, dispute resolution and 10 more skills. She is proficient in Chinese Mandarin.
Listed skills include Securities, Legal Research, Due Diligence, Customer Service, and 11 others.
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Boston, Massachusetts, Us
Review and negotiate legal contracts and documents, provide legal advice and support to the client facing teams in US & Canada, research various regulatory issues (Advisers Act, SEC rules, 40 Act, ERISA etc.), maintain corporate governance for the firm’s broker dealer entity Wellington Funds Distributor.
Boston, Massachusetts, Us
Respond to questions related to UCITS funds, commingled pools and Wellington fixed income products. Worked with experts across the firm to enhance consistency and efficiency of client deliverables. Wrote content for multiple fixed income products and ensured compliance with marketing rules.
Boston, Massachusetts, Us
Covered Multi-Asset Allocation Return, Risk Parity & Total Return StrategiesResponded to Requests for Proposal (RFP), Requests for Information (RFI) and consultant databasesReviewed content to make sure they are in compliance with securities laws and regulationsUpdated responses in the Qvidian library and eVestmentCollaborated with other internal business units during the sales process and identified new business requirements using SalesforceMaintained and updated responses in institutional databases by working with consultants
New York, Ny, Us
Fiduciary Trust International is a subsidiary of Franklin Templeton Investments. Communicated with external clients and interacted daily with internal departments to resolve issues including account changes, transfer of assets, investment guideline issues, fee questions, contract negotiations and IMA questions Managed the opening, maintaining and termination of client accounts
Beverly Hills, Ca, Us
Worked in a boutique investment advisory firm supporting different areas of the firm (client reports, client service, marketing, compliance, account reconciliation). Clients included high net worth families and individuals, endowments and foundations.
Boston, Ma, Us
Contract management Worked with relationship managers, legal and compliance teams to resolve compliance issues during client onboarding, contract negotiation, and termination
From 2008-2011, I worked as a legal secretary in Asquith & Mahoney, LLP in Providence Rhode Island, and Lincoln Law Group, PC in Boston MA.
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Anna Lam works for Wellington Management.
Anna Lam is listed as Legal Associate, Wellington Management at Wellington Management.
AeroLeads has found 1 work email signal at @wellington.com for Anna Lam at Wellington Management.
Anna Lam is based in Boston, Massachusetts, United States while working with Wellington Management.
Anna Lam has worked for Wellington Management, Putnam Investments, Fiduciary Trust International, Joel R. Mogy Investment Counsel, and Fidelity Investments.
You can use AeroLeads to view verified contact signals for Anna Lam at Wellington Management, including work email, phone, and LinkedIn data when available.
Anna Lam holds Juris Doctor, Law from Suffolk University Law School.
Anna Lam is listed with skills including Securities, Legal Research, Due Diligence, Customer Service, Dispute Resolution, Microsoft Excel, Investments, and Relationship Management.
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