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We are IEX, and we’re on a mission to inspire fairness and innovation by creating technology that levels the playing field. Our founding business is The Investors Exchange, a cutting-edge stock exchange established in 2016 to set new standards in U.S. equities. We're the only exchange that aligns the interests of the entire trading ecosystem, from investors to brokers to market makers. We raise the bar for execution quality through technology that is designed to deliver higher-quality liquidity at accurate, up-to-date, and stable prices. I love working at IEX because our deep, diverse bench of experts – from capital markets technologists to securities regulators – gives us a great chance at building public markets that work harder for more people, by solving systemic, structural problems with a mix of insight, ingenuity and passion.
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Director Of Business Development & Partnerships, Digital AssetsIex Feb 2023 - PresentNew York City, Ny, Us -
Product Manager, Digital AssetsIex Oct 2021 - Jan 2023New York City, Ny, Us -
Product Owner, EquitiesIex Sep 2020 - Oct 2021New York City, Ny, Us -
Head Of Investor AdvocacyIex Dec 2019 - Sep 2020New York City, Ny, Us -
Head Of Marketing & CommunicationsIex Aug 2013 - Dec 2019New York City, Ny, Us -
Director Of Client DevelopmentSterling Brands Feb 2013 - Aug 2013New York, New York, Us -
StrategistSterling Brands Sep 2010 - Feb 2013New York, New York, Us -
Strategy FellowStone Yamashita Partners Oct 2009 - Jul 2010New York, Ny, Us -
Full-Time StudentColumbia Business School Aug 2007 - May 2009New York, Ny, UsBeta Gamma Sigma, Dean's List StudentSelect Courses Taken: Marketing Research, New Product Development, Managing Brands & Identity, Seminar In Human Factors Design, Retailing Leadership, Intro to Venturing, Marketing & the InternetLeadership Positions include:* VP of Marketing for International Development Club - active in rebranding the Club and communicating the Club's value proposition to NYC-based development community at large, and students interested in international development in particular.* Peer Advisor for Class of 2010* VP of Social Events for Media Management Association -
Marketing InternIga Worldwide Jul 2008 - Aug 2008UsHelped a portfolio company of NBC Universal's venture fund in marketing communications projects. Worked side-by-side with the Director of Marketing and Senior VP of Global Ad Sales to refine IGA's sales collateral. Also contributed to PR and corporate identity initiatives, in order to articulate and communicate in-game advertising's value proposition to both the gaming and marketing communities. -
Business Development InternNbc Universal May 2008 - Jul 2008New York City, Ny, UsSpent one summer in the strategy and M&A division within NBC Universal responsible for transforming the media giant's businesses from traditional to new media. Member of the team that evaluated the Weather Channel and weather.com businesses -- understanding the acquisition's economics as well as assisting in marketing the transaction internally within GE. Also canvassed organic and inorganic growth opportunities in gaming and social networking. -
Portfolio InternAcumen Fund Jan 2008 - May 2008New York, New York, UsSpent time as a Portfolio Intern with the trail-blazing non-profit venture fund, helping India and Pakistan-based entrepreneurs develop business plans and build financial models to evaluate and present the economics and investment opportunity behind their enterprises. Also participated in meetings with U.S.-based partner organizations active in the progressive international development arena. -
Finance ManagerDirectv Latin America 2004 - 2007UsComplimented my roots in investment banking with 3 years of operational experience as a Finance Manager for DIRECTV's Latin America operations. Day-to-day responsibilities included:* Financial modeling to support pan-regional business development initiatives (merger and JV activity)* Maintaining relationships with in-country finance teams (e.g., DIRECTV Mexico, DIRECTV Brazil, etc.)* Monthly financial analytics and management reporting to senior executive team* Liaison with DIRECTV Investor Relations to effectively communicate growth story inherent to Latin American opportunity -
Investment Banking AnalystCitigroup 2001 - 2003New York, New York, UsBegan my career as an investment banker in Citigroup's Industrials practice, evaluating and managing capital raising and M&A engagements for large-cap clients spanning the auto, heavy manufacturing, transportation, travel services and technology industries. Key accomplishments include:* Senior analyst roles on the Cendant account (working on both their acquisition of Budget Rent A Car and $200M+ in debt offerings)* Top 10% ranking amongst my analyst class* Privilege of training junior analyst class
Gerald Lam Skills
Gerald Lam Education Details
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Columbia Business SchoolMarketing -
Dartmouth CollegeEconomics -
Stuyvesant High School
Frequently Asked Questions about Gerald Lam
What company does Gerald Lam work for?
Gerald Lam works for Iex
What is Gerald Lam's role at the current company?
Gerald Lam's current role is Director of BD & Partnerships, IEX Digital Assets.
What is Gerald Lam's email address?
Gerald Lam's email address is ge****@****iex.com
What is Gerald Lam's direct phone number?
Gerald Lam's direct phone number is +191765*****
What schools did Gerald Lam attend?
Gerald Lam attended Columbia Business School, Dartmouth College, Stuyvesant High School.
What are some of Gerald Lam's interests?
Gerald Lam has interest in The Hobbit (1937 Book), Mobile, Dartmouth College, New Order, Sufjan Stevens, Health Care, Iron Chef America, Clean Technology, Education, Joy Division.
What skills is Gerald Lam known for?
Gerald Lam has skills like Strategy, Financial Modeling, Marketing Strategy, Financial Analysis, Business Strategy, Market Research, Competitive Analysis, Due Diligence, Business Planning, Valuation, Business Development, Management Consulting.
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