Morin Lam

Investment Relationship Officer Team Lead/SVP

Morin Lam is a financial professional specializing in wealth management and financial services. They hold the position of Team Lead and Senior Vice President at Citi Global Wealth, where they lead and train investment relationship officers while partnering with sales teams to enhance client experiences for high net worth individuals. Morin's previous roles include serving as an Associate Banker and Vice President at Citi Private Bank, as well as positions at Wells Fargo, Bank of America, BlackRock, and HSBC. They earned a BS in Finance from Suffolk University and a Certificate in Financial Planning from Georgetown University.

Location

Washington, United States

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