David Email & Phone Number | Hello! My name is David Lam. I recently graduated from Cal Poly Pomona earning a degree in Bachelor of Science: Applied Economics. I am currently employed with Union Bank (now, U.S. Bancorp) in the commercial sector working as an analyst. I am excited to connect with anyone who wants to develop skills and mindsets together - let's talk! Previously, I interned with Modern Woodmen of America as a financial advisor. Similar to a crash course, I dove into the inner workings to see what it takes to develop personal relationships as an advisor and help clients secure futures and securities. Different topics I learned during my time with Modern Woodmen included: • Life and health insurance • Variable annuities • Mutual funds • Brokerage services • 401(k) plans • Other saving/retirement plans (Traditional, Roth, SEP, & Simple IRAs) I have a strong foundation and understand the difficulties of being a financial advisor and developing client relationships. I am goal-oriented and time-efficient. Some personal goals I want to achieve are to grow client connections, be in a committed growth career, and develop personal bonds that will last a lifetime. I believe my goals and work ethic would fit well and I am eager and crave a professional work environment. I would love to connect further and believe I can make a difference. Please reach me at 626-758-7905 to discuss opportunities for both parties. David Lam

David

Hello! My name is David Lam. I recently graduated from Cal Poly Pomona earning a degree in Bachelor...
United States

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Internal Asset Review Analyst

2022-06-01 00:00:00 - Present

Event/Community Manager

2020-03-01 00:00:00 - 2022-03-01 00:00:00

Financial Advisor

2021-06-01 00:00:00 - 2021-07-01 00:00:00

Server

2018-09-01 00:00:00 - 2019-02-01 00:00:00

Server

2018-04-01 00:00:00 - 2019-01-01 00:00:00

Front House Service

2018-01-01 00:00:00 - 2018-03-01 00:00:00

Team Member

2017-03-01 00:00:00 - 2017-09-01 00:00:00

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David is a Hello! My name is David Lam. I recently graduated from Cal Poly Pomona earning a degree in Bachelor of Science: Applied Economics. I am currently employed with Union Bank (now, U.S. Bancorp) in the commercial sector working as an analyst. I am excited to connect with anyone who wants to develop skills and mindsets together - let's talk! Previously, I interned with Modern Woodmen of America as a financial advisor. Similar to a crash course, I dove into the inner workings to see what it takes to develop personal relationships as an advisor and help clients secure futures and securities. Different topics I learned during my time with Modern Woodmen included: • Life and health insurance • Variable annuities • Mutual funds • Brokerage services • 401(k) plans • Other saving/retirement plans (Traditional, Roth, SEP, & Simple IRAs) I have a strong foundation and understand the difficulties of being a financial advisor and developing client relationships. I am goal-oriented and time-efficient. Some personal goals I want to achieve are to grow client connections, be in a committed growth career, and develop personal bonds that will last a lifetime. I believe my goals and work ethic would fit well and I am eager and crave a professional work environment. I would love to connect further and believe I can make a difference. Please reach me at 626-758-7905 to discuss opportunities for both parties. David Lam

David has prior
experience in the following industries:
Discord The Afterparty | Modern Woodmen Of America | Show Sushi | Mjs Cafe | Mcdonalds | Popbar

David has the following professional experience:
Us Bancorp Investments | Discord The Afterparty | Modern Woodmen Of America | Show Sushi | Mjs Cafe | Mcdonalds | Popbar