Johnathan Lam

Johnathan Lam possesses a diverse professional background in the financial and retail sectors, highlighted by experiences at Merrill Lynch as an Intern, where a foundational understanding of financial markets was developed. At Edward Jones, Johnathan served as both Regional Leader Branch Office Administrator and Senior Branch Office Administrator, managing client relationships and supporting Financial Advisors overseeing over $400 million in assets. Previous roles include Assistant Branch Manager and Personal Banker at Tri Counties Bank, focusing on driving branch success and client solutions, as well as experience in retail as a Stock Associate at Michael Kors and a Student Assistant at San Francisco State University. Johnathan holds a Bachelor of Business Administration (BBA) with a concentration in Marketing from San Francisco State University.