Jake Lam

Jake Lam is an accomplished sales professional currently serving as an Account Executive at Planful since June 2022. Previously, Jake held multiple roles at FloQast, including Account Executive and Senior Sales Development Representative, from October 2019 to April 2022. Prior experience includes positions at Deloitte as a Senior Audit Assistant and Audit Assistant, and at UC Santa Barbara as an Annual Fund Student Ambassador. Additionally, Jake has experience in retail with roles at PacSun and Abercrombie & Fitch, along with an office support position at Trifecta Management Group. Jake earned a Bachelor of Arts degree in Economics and Accounting from UC Santa Barbara in 2018.