Jimmy Lam

Transfers and Operations Manager at Fundment

Jimmy Lam has a diverse work experience spanning a range of industries. Jimmy began their career at Ikon Enterprise Ltd as a Sales & Marketing Assistant in 2010, followed by a brief role as a Product and Marketing Assistant at Complete Merchandise Ltd in 2011. Jimmy then interned at O2 UK as an Enterprise Marketing Intern before joining Ikon Enterprise Ltd again as a Transport & Warehouse Assistant Manager in 2012.

In 2013, Jimmy worked as an Assistant Administrator at Suffolk Life, where they efficiently handled cash movements and bank reconciliation. Jimmy then moved on to Cofunds in 2014, starting as a Transfers Associate and subsequently becoming a Senior Transfers Associate. Jimmy'sresponsibilities included training and assisting staff members, resolving transfer inquiries and complaints, and updating procedures to reduce the risk of errors.

In 2018, Jimmy joined Aegon as a Platform Administrator before transitioning to Embark Platform in 2019 as a Platform Consultant. Jimmy'srole involved offering consultancy services and supporting clients on the platform.

Most recently, Jimmy joined Fundment in 2020 as a Transfers and Operations Manager. Further details about their role are not provided.

Jimmy Lam attended the University of Reading from 2009 to 2012, where they obtained a Bachelor of Arts (BA) degree in Management and Business Administration. In addition to their degree, Jimmy also obtained certifications in "Introduction to Securities and Investment" and "UK Financial Regulation" from The Chartered Institute for Securities & Investment (The CISI), although the specific months and years of obtaining these certifications are not provided.

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Timeline

  • Transfers and Operations Manager

    October, 2020 - present

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