Jeremy Lam, CFP®, is currently serving as a Wealth Planner at Corient since 2024. Previously, Jeremy held the position of Financial Planner at Goldman Sachs Ayco from 2020 to 2023 and gained experience as a Financial Planning Intern at Ascension Capital Advisors in 2019. Jeremy holds a Bachelor of Business Administration degree in Finance with a focus on Personal Financial Planning from the University of Houston, which was completed in 2020.
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