Alvin Lai

Alvin Lai Email and Phone Number

Private Client Advisor, Vice President of Investments at J.P. Morgan Wealth Management @
Alvin Lai's Location
Las Vegas, Nevada, United States, United States
Alvin Lai's Contact Details

Alvin Lai personal email

n/a

Alvin Lai phone numbers

About Alvin Lai

Alvin Lai is a Private Client Advisor, Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan Wealth Management. He possess expertise in microsoft excel, microsoft word, java, microsoft access, eclipse ide and 11 more skills. He is proficient in Taiwanese.

Alvin Lai's Current Company Details
J.P. Morgan Wealth Management

J.P. Morgan Wealth Management

Private Client Advisor, Vice President of Investments at J.P. Morgan Wealth Management
Alvin Lai Work Experience Details
  • J.P. Morgan Wealth Management
    Private Client Advisor, Vice President Of Investments At J.P. Morgan Wealth Management
    J.P. Morgan Wealth Management Jan 2024 - Present
    Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. Insurance products are made availablethrough Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as ChaseInsurance Agency Services, Inc. in Florida. Certain custody and other services are provided byJPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under thecommon control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor allelectronic communications. Communications are for US residents only, subject to the followingdisclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategiesdescribed may not be suitable for all investors, nor should it be relied upon as investment advice,guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will notaccept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice,and is not responsible for third-party posted content. Experience, skills or posts are not indications offuture results. Additional important information:https://www.chase.com/personal/investments/important-information-linkedin2023 JPMorgan Chase & Co. All rights reserved
  • Jpmorgan Chase Bank, N.A.
    Senior Administrative Assistant
    Jpmorgan Chase Bank, N.A. May 2023 - Jan 2024
  • Jpmorgan Chase Bank, N.A.
    Private Client Investment Associate
    Jpmorgan Chase Bank, N.A. Dec 2022 - May 2023
    Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. Insurance products are made availablethrough Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as ChaseInsurance Agency Services, Inc. in Florida. Certain custody and other services are provided byJPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under thecommon control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor allelectronic communications. Communications are for US residents only, subject to the followingdisclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategiesdescribed may not be suitable for all investors, nor should it be relied upon as investment advice,guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will notaccept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice,and is not responsible for third-party posted content. Experience, skills or posts are not indications offuture results. Additional important information:https://www.chase.com/personal/investments/important-information-linkedin
  • Cetera Investment Services Llc
    Financial Consultant
    Cetera Investment Services Llc Mar 2021 - Nov 2022
    Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Cetera is not affiliated with the financial institution where investment services are offered. INVESTMENTS ARE: *NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY GOVERNMENT AGENCY.
  • Cetera Investment Services Llc
    Insurance Representative
    Cetera Investment Services Llc Oct 2018 - Mar 2021
    - discussed with clients about: >Retirement income planning >planning for life after death: assisting clients with providing money to help loved ones pay for such things as final expenses, debt, mortgage care of a child, or college tuitions for kids/grandkids >leaving a legacy while minimizing the impact taxes can have / tax-advantaged access to cash value >access to money in case of chronic or terminal illness >business continuation/protect businesses if partner or key employee dies/become disabledSecurities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Cetera is not affiliated with the financial institution where investment services are offered. INVESTMENTS ARE: *NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY GOVERNMENT AGENCY.
  • Cathay Bank
    Mortgage Loan Originator
    Cathay Bank Jun 2017 - Nov 2022
    (NMLS ID 1629420)- Primary MLO For Nevada; authorized to originate in other states with Cathay Bank footprint- Lead a team of MLOs including training, sourcing, realtor presentations etc. for over 6 years- Exceed production goals. I close millions in loan amounts annually- Have an expert understanding of products, their frequent changes, and state laws- Ensure exceptional customer experience by overseeing loan process from origination to close- Work diligently with Realtors, HOAs, Insurance Agents, Title & Escrow Officers, New Homes Coordinators, Loan Processors and Underwriters
  • Cathay Bank
    Notary Public
    Cathay Bank May 2017 - Nov 2022
    -Witness and authenticate signatures, administer oaths, verify signatures and take affidavit
  • Cathay Bank
    Senior Relationship Banker
    Cathay Bank Sep 2016 - Nov 2022
    As a Senior Relationship Banker I strengthen rapports with new and existing clients. Equipped with full retail banking and lending products, I provide the means to financially secure personal and business objectives. I went above and beyond with tasks outside a normal job description.Primary Responsibilities:- Trained every branch employee at LV Branch over 6years on platform processes, technology, and bank policies- Exceed Annual Goals: 1) Hundreds of Booked Product Sales, 2) Mortgage, HELOC, Wealth Management, Treasury Management & Business Loans 3) Customer Experience Program, 4) Hundreds of Onboarding, Client Development, VIP, & Prospecting Calls annually, 5) Operational Integrity, 6) CDD/EDD Quality Assurance-Worked closely with Business Relationship ManagerExtra Supervisory Duties:- Emergency Contact: Authorized with building, vault, and security clearance- Authorized Approval for certain Transaction Limits to help transact and oversee teller stationAdditional:- Tax and Insurance Escrow Specialist Liaison- Business Loan Late Payments Liaison- Branch Ambassador: official internal role for point of contact solutions
  • Hugo Boss
    Service Cashier
    Hugo Boss Jun 2015 - Aug 2015
  • Las Vegas Chinese School
    Summer Math Teacher
    Las Vegas Chinese School Jun 2014 - Aug 2014
    Las Vegas, Nevada Area
    - Inspired students with the joys of mathematics- Taught six classes daily for ten weeks, ranging from Kindergarten to 8th grade- Used different teaching strategies to accommodate different learning styles- Build a good rapport with both parents and students that create mutual respect and accountability in the classroom

Alvin Lai Skills

Microsoft Excel Microsoft Word Java Microsoft Access Eclipse Ide Html 6 Css Business Transactions Time Management Social Media Great Organizer Event Management Team Leadership Troubleshooting C# Scala

Alvin Lai Education Details

Frequently Asked Questions about Alvin Lai

What company does Alvin Lai work for?

Alvin Lai works for J.p. Morgan Wealth Management

What is Alvin Lai's role at the current company?

Alvin Lai's current role is Private Client Advisor, Vice President of Investments at J.P. Morgan Wealth Management.

What is Alvin Lai's email address?

Alvin Lai's email address is al****@****fic.com

What is Alvin Lai's direct phone number?

Alvin Lai's direct phone number is (800) 233*****

What schools did Alvin Lai attend?

Alvin Lai attended Isenberg School Of Management, Umass Amherst.

What are some of Alvin Lai's interests?

Alvin Lai has interest in Investing, League Of Legends, Snowboarding, Economic Empowerment, Education, Environment, Software Design, Chess, Basketball, In Game Pixelation Design.

What skills is Alvin Lai known for?

Alvin Lai has skills like Microsoft Excel, Microsoft Word, Java, Microsoft Access, Eclipse Ide, Html 6, Css, Business Transactions, Time Management, Social Media, Great Organizer, Event Management.

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