Thomas Lam

Thomas Lam Email and Phone Number

Financial Professional at LA Pension Planners @ LA Pension Planners
Thomas Lam's Location
Los Angeles, California, United States, United States
Thomas Lam's Contact Details

Thomas Lam personal email

Thomas Lam phone numbers

About Thomas Lam

Thomas Lam is a Financial Professional at LA Pension Planners at LA Pension Planners. He possess expertise in leadership, microsoft office, visual merchandising, customer satisfaction, microsoft excel and 9 more skills.

Thomas Lam's Current Company Details
LA Pension Planners

La Pension Planners

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Financial Professional at LA Pension Planners
Thomas Lam Work Experience Details
  • La Pension Planners
    Financial Professional
    La Pension Planners Jul 2021 - Present
    Pasadena, California, United States
  • Equitable Advisors
    Financial Consultant
    Equitable Advisors Jan 2020 - Jun 2021
    - Design custom tailored strategies for clients to help accomplish financial goals- Serve clients by maintaining relationships and adjust to client’s needs- Provide peace of mind for our clients by ensuring that they are properly insured againstunfortunate and unforeseen events- Collaborate with team members to present in meetings
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc Jun 2017 - Jun 2020
    Greater Los Angeles Area
    - Collaborate with team members to present in meetings- Design custom tailored strategies for clients to help accomplish financial goals- Serve clients by maintaining relationships and adjust to client’s needs- Provide peace of mind for our clients by ensuring that they are properly insured against unfortunate and unforeseen events
  • Robin Technologies, Inc.
    Jack-Of-All-Trades Intern
    Robin Technologies, Inc. Jan 2016 - May 2016
    Dallas/Fort Worth Area
    - Liaison between lawn care providers and clients for Florida and Texas- Assistant for creating marketing materials and client acquisition - Serviced over 50 clients a day thru calls and online messaging- Imputed ideas to a growing start-up team of 6, working close with the co-founders
  • Geico
    Management Development Intern
    Geico Jun 2015 - Sep 2015
    Dallas/Fort Worth Area
    - Rotated through 10 departments, building relationships with GEICO associates through mentor ship and networking with all levels of management, including the company’s COO an CFO- Developed teamwork and communication skills by presenting 7 time-constraint department improvement projects to upper-level management- Created and participated in 2 community service events with team that were funded by GEICO for the community
  • Daseke Inc.
    Financial Analyst Intern
    Daseke Inc. Jan 2015 - May 2015
    Addison, Tx
    - Assisted directly under the financial analyst to provide high-level metrics for upper management- Created debt rollovers and helped with financial statements for the company- Gained exceptional excel analyst skills through training

Thomas Lam Skills

Leadership Microsoft Office Visual Merchandising Customer Satisfaction Microsoft Excel Inventory Management Store Management Finance Inventory Control Merchandising Customer Service Retail Retail Sales Sales

Thomas Lam Education Details

Frequently Asked Questions about Thomas Lam

What company does Thomas Lam work for?

Thomas Lam works for La Pension Planners

What is Thomas Lam's role at the current company?

Thomas Lam's current role is Financial Professional at LA Pension Planners.

What is Thomas Lam's email address?

Thomas Lam's email address is th****@****ail.com

What is Thomas Lam's direct phone number?

Thomas Lam's direct phone number is +197236*****

What schools did Thomas Lam attend?

Thomas Lam attended Texas A&m University-Commerce.

What skills is Thomas Lam known for?

Thomas Lam has skills like Leadership, Microsoft Office, Visual Merchandising, Customer Satisfaction, Microsoft Excel, Inventory Management, Store Management, Finance, Inventory Control, Merchandising, Customer Service, Retail.

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