Jane T. Lam Email and Phone Number
Jane T. Lam work email
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Jane T. Lam personal email
I am a seasoned financial professional with deep expertise in both traditional wealth management and innovative fintech solutions. My experience across the Asia Pacific and US regions has given me a deep understanding of global wealth dynamics, with skills in sales, product marketing, fintech adoption and enablement.In traditional wealth management, I have driven portfolio optimization, client engagement, and business development, working closely with financial advisors and consistently exceeding targets. Additionally, my work with fintech platforms like BlackRock’s Aladdin Wealth Tech allows me to integrate technology to enhance efficiency, personalization, and performance in wealth management.I’m passionate about delivering value, building strong relationships, and driving growth through strategic initiatives that blend traditional expertise with modern tech solutions.
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Customer Success Manager, Financial ServicesAlphasenseNew York, Ny, Us -
Us Offshore Wealth Sales & Business DevelopmentBlackrock Oct 2021 - Apr 2023San Francisco Bay Area -
Product Marketing & StrategyBlackrock Oct 2017 - Oct 2021New York, United States -
Client Product StrategyBlackrock Sep 2013 - Oct 2017Hong Kong -
Private Wealth Investment AdvisoryStandard Chartered Bank Aug 2010 - Aug 2013Hong Kong -
SalespersonAmias Berman & Co Llp Sep 2008 - Aug 2010• Specialized in fixed income advisory, origination, and brokerage at a startup, focusing on capital markets electronic trading.• Managed buy-side to buy-side trading and facilitated order-driven continuous trading on a fixed income securities platform.• Achieved a significant increase in trading volume and client satisfaction through strategic market analysis and relationship building. -
Fixed Income SalesUbs Sep 2004 - Aug 2008Hong KongAssociateCovered private wealth and third-party distributors across Hong Kong and Singapore
Jane T. Lam Skills
Frequently Asked Questions about Jane T. Lam
What company does Jane T. Lam work for?
Jane T. Lam works for Alphasense
What is Jane T. Lam's role at the current company?
Jane T. Lam's current role is Customer Success Manager, Financial Services.
What is Jane T. Lam's email address?
Jane T. Lam's email address is ja****@****ock.com
What are some of Jane T. Lam's interests?
Jane T. Lam has interest in Photography, Cello, Diving, Skiing.
What skills is Jane T. Lam known for?
Jane T. Lam has skills like Fixed Income, Private Banking, Business Strategy, Investment Banking, Banking, Marketing Strategy, Asset Management, Publishing, Sales, Manage Client Relationships.
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