Lily Lam is a dedicated professional currently serving as a Wealth Management Associate at Capri Wealth Management since May 2024 and previously as a Wealth Management Intern. In addition to this role, Lily holds a position as a Sales Associate at Vuori. Prior experience includes a Finance Internship at SGI Wealth Management LLC and a significant tenure at Americorps - Jumpstart, where responsibilities included serving as a Program Assistant and Team Leader, focusing on literacy engagement for preschool children. Academic achievements include pursuing a Master of Business Administration with a concentration in Strategic Leadership and a Bachelor of Science in Finance from Rutgers University - Camden. Lily has also contributed as a Peer Mentor at the same university and held various customer service roles, showcasing a strong blend of leadership, finance, and interpersonal skills.
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