Jeffrey Lam Email & Phone Number
Who is Jeffrey Lam? Overview
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Jeffrey Lam is listed as Financial Analyst at UCB, a with 13895 employees, based in Mississauga, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Jeffrey Lam.
Jeffrey Lam previously worked as Finance Coordinator- Insight to Impact at Ucb and Investment Banking Analyst at Raymond James. Jeffrey Lam holds Financial And Business Economics from York University.
Email format at UCB
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About Jeffrey Lam
Highly analytical and detail oriented financial professional with strong interest in data analysis. Experience in financial data trend analysis, reviewing financial statements, and increasing comprehension of reports and presentations using clear and detailed data visualizations.
Jeffrey Lam's current company
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Jeffrey Lam work experience
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Finance Coordinator- Insight To Impact
Investment Banking Analyst
• Performed analytics and identified investment trends in order to provide management with timelyand accurate reporting • Monitored and analyzed financial data trends to support Portfolio Manager’s trading activities • Compiled dashboards and reports using Microsoft Power Bi software to present client investment • opportunities • Reviewed financial statements and provided feedback to portfolio manager to meet investment targets
Personal Instructor
• Designed effective teaching strategies for students from grade preschool to 12 • Developed excellent customer service and communication skills by tending to 5 or more students • Provided strong and detailed feedbacks to parents after every class• Enhanced leadership skills by assisting and training 2 new employees at a time
Tax Associate
• Reviewed financial records, income statements and expenditures to determine appropriate forms required to complete tax returns• Provided and communicated strategies to reach optimal tax minimization for clients• Reconciled bank statements and successfully reduced discrepancies
Tpt
Student Accountant Co-Op
• Prepared personal income tax returns • Attended to Canada Revenue Agency review and audit • Bookkeeping for small businesses• Prepared year end adjustments, calculated payroll deductions, filed HST returns and prepared corporation tax returns using QuickBooks
Summer Employee
Colleagues at UCB
Other employees you can reach at ucb.com. View company contacts for 13895 employees →
Celia Okeeffe
Colleague at UcbAtlanta, Georgia, United States
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Alison Turner
Colleague at UcbSlough, England, United Kingdom
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SK
Sarah Kozloski
Colleague at UcbDallas-Fort Worth Metroplex, United States
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Hua Shen
Colleague at UcbBerkeley, California, United States
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ME
Michael Eulenstein
Colleague at UcbSaarland, Germany
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AC
Alonso Cruz
Colleague at UcbNova Odessa, São Paulo, Brazil
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JO
Jacki O'Dom
Colleague at UcbCincinnati, Ohio, United States
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CL
Carlos León Pérez
Colleague at UcbGreater Barcelona Metropolitan Area, Spain
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EF
Eileen Fannon
Colleague at UcbRochester, New York, United States
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AC
April Carroll
Colleague at UcbAtlanta Metropolitan Area, United States
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Jeffrey Lam education
Financial And Business Economics
Education record
Frequently asked questions about Jeffrey Lam
Quick answers generated from the profile data available on this page.
What company does Jeffrey Lam work for?
Jeffrey Lam works for UCB.
What is Jeffrey Lam's role at UCB?
Jeffrey Lam is listed as Financial Analyst at UCB.
Where is Jeffrey Lam based?
Jeffrey Lam is based in Mississauga, Ontario, Canada while working with UCB.
What companies has Jeffrey Lam worked for?
Jeffrey Lam has worked for Ucb, Raymond James, Kumon, Lam Kwan & Associates, and Fiat Chyrsler.
Who are Jeffrey Lam's colleagues at UCB?
Jeffrey Lam's colleagues at UCB include Celia Okeeffe, Alison Turner, Sarah Kozloski, Hua Shen, and Michael Eulenstein.
How can I contact Jeffrey Lam?
You can use AeroLeads to view verified contact signals for Jeffrey Lam at UCB, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Lam attend?
Jeffrey Lam holds Financial And Business Economics from York University.
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