Director Of Trading
CurrentAssociate of Lincoln Investment, Broker Dealer, Member FINRA/SIPC.www.lincolninvestment.com
Nov 2022 - Present
AeroLeads people directory · profile
David Lam, Cfp® Email & Phone Number
Director at Lincoln Investment and President of the National Alumni Board at Saint Joseph’s University.
at
Lincoln Investment
1 work email found
@lincolninvestment.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Director at Lincoln Investment and President of the National Alumni Board at Saint Joseph’s University.
Location
Greater Philadelphia, United States
Company size
Who is David Lam, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Lam, Cfp® is listed as Director at Lincoln Investment and President of the National Alumni Board at Saint Joseph’s University. at Lincoln Investment, a with 577 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at lincolninvestment.com and a matched LinkedIn profile for David Lam, Cfp®.
David Lam, Cfp® previously worked as Director of Trading at Lincoln Investment and Senior Trading Manager at Lincoln Investment. David Lam, Cfp® holds Ms, Finance from Saint Joseph'S University - Erivan K. Haub School Of Business.
Company email context
Email format at Lincoln Investment
This section adds company-level context without repeating David Lam, Cfp®'s masked contact details.
*@lincolninvestment.com
71% confidence
AeroLeads found 1 current-domain work email signal for David Lam, Cfp®. Compare company email patterns before reaching out.
Profile bio
About David Lam, Cfp®
David Lam, Cfp® is a Director at Lincoln Investment and President of the National Alumni Board at Saint Joseph’s University. at Lincoln Investment. He is proficient in Chinese.
Current workplace
David Lam, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Lincoln Investment
8 roles
David Lam, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Trading Manager
Associate of Lincoln Investment, Broker Dealer, Member FINRA/SIPC.www.lincolninvestment.com
Jul 2019 - Oct 2022
Trading Manager
Associate of Lincoln Investment, Broker Dealer, Member FINRA/SIPC.www.lincolninvestment.com
Aug 2015 - Jun 2019
Senior Special Securities Administrator
Jan 2013 - Jul 2015
Alternative Investment Administrator
Apr 2010 - Dec 2012
Alternative Investment Project Manager
Jul 2008 - Mar 2010
Senior Equity Trader
Aug 2007 - Jun 2008
Equity Trader
Jun 2006 - Jul 2007
Team & coworkers
Colleagues at Lincoln Investment
Other employees you can reach at lincolninvestment.com. View company contacts for 577 employees →
BD
Brooke Dicker
Colleague at Lincoln InvestmentGreater Philadelphia, United States
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AB
Alden Burnett
Colleague at Lincoln InvestmentOrland Park, Illinois, United States
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JR
Jim Roach
Colleague at Lincoln InvestmentWyncote, Pennsylvania, United States
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LH
Linda Heist
Colleague at Lincoln InvestmentWarrington, Pennsylvania, United States
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MM
Mitch Melan
Colleague at Lincoln InvestmentAtlanta, Georgia, United States
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KB
Kevan Breidinger
Colleague at Lincoln InvestmentBoynton Beach, Florida, United States
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KM
Kenneth Miland
Colleague at Lincoln InvestmentAustin, Minnesota, United States
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MB
Maresa Brooks
Colleague at Lincoln InvestmentLake Worth, Florida, United States
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KH
Kathi Hennessey
Colleague at Lincoln InvestmentAuburn, Washington, United States
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CC
Chad Cole
Colleague at Lincoln InvestmentPhiladelphia, Pennsylvania, United States
View →
Brooke Dicker
Colleague at Lincoln InvestmentGreater Philadelphia, United States
View →
AB
Alden Burnett
Colleague at Lincoln InvestmentOrland Park, Illinois, United States
View →
JR
Jim Roach
Colleague at Lincoln InvestmentWyncote, Pennsylvania, United States
View →
LH
Linda Heist
Colleague at Lincoln InvestmentWarrington, Pennsylvania, United States
View →
MM
Mitch Melan
Colleague at Lincoln InvestmentAtlanta, Georgia, United States
View →
KB
Kevan Breidinger
Colleague at Lincoln InvestmentBoynton Beach, Florida, United States
View →
KM
Kenneth Miland
Colleague at Lincoln InvestmentAustin, Minnesota, United States
View →
MB
Maresa Brooks
Colleague at Lincoln InvestmentLake Worth, Florida, United States
View →
KH
Kathi Hennessey
Colleague at Lincoln InvestmentAuburn, Washington, United States
View →
CC
Chad Cole
Colleague at Lincoln InvestmentPhiladelphia, Pennsylvania, United States
View →
3 education records
David Lam, Cfp® education
Education record
Upper Moreland High School
FAQ
Frequently asked questions about David Lam, Cfp®
Quick answers generated from the profile data available on this page.
What company does David Lam, Cfp® work for?
David Lam, Cfp® works for Lincoln Investment.
What is David Lam, Cfp®'s role at Lincoln Investment?
David Lam, Cfp® is listed as Director at Lincoln Investment and President of the National Alumni Board at Saint Joseph’s University. at Lincoln Investment.
What is David Lam, Cfp®'s email address?
AeroLeads has found 1 work email signal at @lincolninvestment.com for David Lam, Cfp® at Lincoln Investment.
Where is David Lam, Cfp® based?
David Lam, Cfp® is based in Greater Philadelphia, United States while working with Lincoln Investment.
What companies has David Lam, Cfp® worked for?
David Lam, Cfp® has worked for Lincoln Investment and Vanguard.
Who are David Lam, Cfp®'s colleagues at Lincoln Investment?
David Lam, Cfp®'s colleagues at Lincoln Investment include Brooke Dicker, Alden Burnett, Jim Roach, Linda Heist, and Mitch Melan.
How can I contact David Lam, Cfp®?
You can use AeroLeads to view verified contact signals for David Lam, Cfp® at Lincoln Investment, including work email, phone, and LinkedIn data when available.
What schools did David Lam, Cfp® attend?
David Lam, Cfp® holds Ms, Finance from Saint Joseph'S University - Erivan K. Haub School Of Business.
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