Huy Lam, Cfa Email & Phone Number

San Francisco, Ca

• Created and maintain overall company financials forecasts capable of assessing the impact of pricing, costs, and capital investments on firm financials under various market scenarios• Report directly to Principals on budgeting, rolling forecasts, and variance analysis to understand the company’s financials and to identify risks • Coordinate business development meetings with principals and staff to increase efficiency through streamlining operations

San Francisco, Ca

• Created financial models for litigators valuing damages that resulted in a payment of over$36 million dollars• Presented a coauthored research paper to the Academy of Financial Services demonstrating the use of Monte Carlo simulations as an interactive risk analysis tool for financial advisors• Managed and trained analysts to support the firm’s analytics department in day to day operations and research projects

San Francisco, Ca

• Automated aspects of writing client reports using Excel, Word, and VBA (Visual Basic for Applications) to reduce report writing time by two months and dramatically lowering cost• Conducted due diligence on the suitability of investments by calculating and analyzing descriptive statistics, style regressions, and peer groups comparisons for over 100 funds• Advised hundreds of trade recommendations to clients for the purposes of risk management, tax loss harvesting, required minimum distributions, and ad hoc withdrawals

San Francisco, Ca

• Wrote performance and evaluation reports for over 150 private wealth clients and over 25 retirement plan clients• Prepared numerous trade sheets to assist advisors in making trade recommendations