Caitlin Lam
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Caitlin Lam Email & Phone Number

Sr Retirement Plan Consultant at Marsh & McLennan Agency - Upper Midwest at Marsh & McLennan Agency - Upper Midwest
Location: St Paul, Minnesota, United States 9 work roles 3 schools
1 work email found @wellsfargo.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Role
Sr Retirement Plan Consultant at Marsh & McLennan Agency - Upper Midwest
Location
St Paul, Minnesota, United States

Who is Caitlin Lam? Overview

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Quick answer

Caitlin Lam is listed as Sr Retirement Plan Consultant at Marsh & McLennan Agency - Upper Midwest at Marsh & McLennan Agency - Upper Midwest, based in St Paul, Minnesota, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Caitlin Lam.

Caitlin Lam previously worked as Senior Retirement Plan Consultant at Marsh & Mclennan Agency - Upper Midwest and Retirement Account Associate at Lurie, Llp. Caitlin Lam holds Master Of Business Administration (M.B.A.) from Augsburg University.

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Email format at Marsh & McLennan Agency - Upper Midwest

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{first}.{last}@wellsfargo.com
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Profile bio

About Caitlin Lam

Caitlin Lam is a Sr Retirement Plan Consultant at Marsh & McLennan Agency - Upper Midwest at Marsh & McLennan Agency - Upper Midwest. She possess expertise in cantonese, bilingual proficiency, spss, microsoft excel, microsoft office and 18 more skills.

Listed skills include Cantonese, Bilingual Proficiency, Spss, Microsoft Excel, and 19 others.

Current workplace

Caitlin Lam's current company

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Marsh & McLennan Agency - Upper Midwest
Marsh & Mclennan Agency - Upper Midwest
Sr Retirement Plan Consultant at Marsh & McLennan Agency - Upper Midwest
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9 roles

Caitlin Lam work experience

A career timeline built from the work history available for this profile.

Senior Retirement Plan Consultant

Current

White Plains, New York, US

Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA/SIPC, and a federally registered investment adviser. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency.

Mar 2018 - Present

Retirement Account Associate

New York, NY, US

May 2016 - Feb 2018

Account Manager

San Francisco, California, US

May 2014 - Apr 2016

Client Services Consultant

San Francisco, California, US

Jan 2014 - Apr 2014

Securities Administration Systems Analyst

San Francisco, California, US

  • Oversaw cash and asset processing as well as bond debt service payments for Single, Multi-family and Military housing accounts with issuers such as Texas State Housing Finance Authority, Harris County Finance Authority.
  • Acted as the floating helper on the team due to my ability to learn quickly and without much direction
  • Managed ticklers to ensure fiduciary duties were in compliance with governing documents
  • Worked extensively with SEI and Excel
  • Partook in user acceptance testing for many system upgrades
  • Placed trades, invested funds and moved money as directed
Sep 2012 - Jan 2014

Corporate Trust Account Associate

Wells Fargo Bank
Oct 2011 - Sep 2012

Retirement Services Representative Ii

San Francisco, California, US

Jul 2010 - Sep 2011

Tutor

Minneapolis, MN, US

Tutor 2008 - 2010Explaining and illustrating economics course materials in understandable waysAnswering questionsHelping students develop effective learning and studying methods

Sep 2008 - May 2009

Dance Teacher

Lac Qui Parle School District

Used creative ways to teach children the fundamentals of danceStimulated children’s interest in dancing and helped them build up confidence through dancingIndependently organized and coordinated an annual recitalChoreographed dance routines

Sep 2007 - May 2008
3 education records

Caitlin Lam education

Master Of Business Administration (M.B.A.)

Augsburg University

Bachelors Of Art, Business Administration - Economics

Augsburg University

High School

Woodbury
FAQ

Frequently asked questions about Caitlin Lam

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

What company does Caitlin Lam work for?

Caitlin Lam works for Marsh & McLennan Agency - Upper Midwest.

What is Caitlin Lam's role at Marsh & McLennan Agency - Upper Midwest?

Caitlin Lam is listed as Sr Retirement Plan Consultant at Marsh & McLennan Agency - Upper Midwest at Marsh & McLennan Agency - Upper Midwest.

What is Caitlin Lam's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Caitlin Lam at Marsh & McLennan Agency - Upper Midwest.

Where is Caitlin Lam based?

Caitlin Lam is based in St Paul, Minnesota, United States while working with Marsh & McLennan Agency - Upper Midwest.

What companies has Caitlin Lam worked for?

Caitlin Lam has worked for Marsh & Mclennan Agency - Upper Midwest, Lurie, Llp, Wells Fargo, Wells Fargo Bank, and Augsburg College.

How can I contact Caitlin Lam?

You can use AeroLeads to view verified contact signals for Caitlin Lam at Marsh & McLennan Agency - Upper Midwest, including work email, phone, and LinkedIn data when available.

What schools did Caitlin Lam attend?

Caitlin Lam holds Master Of Business Administration (M.B.A.) from Augsburg University.

What skills is Caitlin Lam known for?

Caitlin Lam is listed with skills including Cantonese, Bilingual Proficiency, Spss, Microsoft Excel, Microsoft Office, Always Punctual, Quick Thinker, and Situational Leadership.

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