Jane T. Lam

Jane T. Lam Email and Phone Number

Customer Success Manager, Financial Services @ AlphaSense
New York, NY, US
Jane T. Lam's Location
New York, New York, United States, United States
Jane T. Lam's Contact Details

Jane T. Lam work email

Jane T. Lam personal email

n/a
About Jane T. Lam

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.

Jane T. Lam's Current Company Details
AlphaSense

Alphasense

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Customer Success Manager, Financial Services
New York, NY, US
Jane T. Lam Work Experience Details
  • Alphasense
    Customer Success Manager, Financial Services
    Alphasense
    New York, Ny, Us
  • Blackrock
    Us Offshore Wealth Sales & Business Development
    Blackrock Oct 2021 - Apr 2023
    San Francisco Bay Area
  • Blackrock
    Product Marketing & Strategy
    Blackrock Oct 2017 - Oct 2021
    New York, United States
  • Blackrock
    Client Product Strategy
    Blackrock Sep 2013 - Oct 2017
    Hong Kong
  • Standard Chartered Bank
    Private Wealth Investment Advisory
    Standard Chartered Bank Aug 2010 - Aug 2013
    Hong Kong
  • Amias Berman & Co Llp
    Salesperson
    Amias 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.
  • Ubs
    Fixed Income Sales
    Ubs Sep 2004 - Aug 2008
    Hong Kong
    AssociateCovered private wealth and third-party distributors across Hong Kong and Singapore

Jane T. Lam Skills

Fixed Income Private Banking Business Strategy Investment Banking Banking Marketing Strategy Asset Management Publishing Sales Manage Client Relationships

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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