Kevin Lam Email & Phone Number

New York, New York, United States

• Collaborated with 5 fellow residents on a rigorous coursework and provided curriculum feedback during weekly retrospectives
• Demonstrated classification model learning with word2vec embedding on Airbnb user text review data to analyze how hosts can improve their future ratings
• Reviewed coursework materials and submitted GitHub issues targeting algorithms and unit test bugs

Greater New York City Area

• Worked with high-profile mortgage companies to verify accuracy of mortgage client data and direct funding necessary for closing on home purchases
• Served as SME liaison among software vendors, database architects and the business in the upgrade of end-of-life software and management of new software
• Conducted routine data scrubbing to ensure all confidential and financial information are accurate and comply with market and federal standards
• Trained new hires on funding and banking guidelines and software needed to complete daily activities

Greater New York City Area

• Initiate timely purchase and sales orders of futures, hedge options and physical trades into ICE, CME, NASDAQ, NODAL and Direct exchanges
• Create and update Excel spreadsheet models to enable brokers to capitalize on financial power products in the market through the utilization of different strips and strategies
• Handle the daily reconciliation process for trades and P&L statements as well as the maintenance and update of positions to ensure proper hedging and trade matching
• Conduct monthly customer analyses to determine the predicted revenue inflow and product purchases

1285 Avenue Of The Americas

• Worked with a team of two brokers who manage over 300 accounts of high net worth individuals and combined assets exceed $200M
• Prepared asset allocation models for use with review of portfolio performance and to determine which risk/equity mix would be appropriate for each client
• Researched products offered by private equity firms that outperform current equities in the market for investment opportunities

Greater New York City Area

• Worked on a project that analyzed the potential monetary and time saving benefits of the subscription services offered for current and future subscribers
• Managed and record employee expenses through QuickBooks and Abacus for reimbursements
• Entered invoices into QuickBooks and checked for any open purchase orders
• Reconciled the credit card statements on a monthly basis

Queens, NY

• Created invoices and packing slips on Quickbooks based on the purchases and oversaw the packing and delivery of the products
• Documented all purchase orders and managed inventory both on Quickbooks and in the warehouse
• Conducted a large scale clean up of all the old and unlisted inventory

Greater New York City Area

• Made calls to primary care doctors to check up on patients' referrals
• Entered medical bills online and made calls to check up on patient's insurance
• Created and organized patient charts

Bachelor Of Business Administration (Bba). Finance & Investments

Activities and Societies: President and Administrative Chair of Conversations Partners Program; Member of Phi Eta Sigma--National Honor.

Education record

Activities and Societies: Member of JV and Varsity Football Team; Member of Red Cross Club; Math Tutor; Chemistry Tutor

Master'S Degree, Data Analytics