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Calvin Lem

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Calvin Lem

Senior Vice President - Citi Personal Wealth Management | Citigroup Global Capital Markets Inc.

Village of Scarsdale, New York, United States

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Calvin Lem

Summary

Calvin Lem is an accomplished Senior Vice President and Senior Wealth Advisor at Citi Personal Wealth Management, specializing in a wide array of financial services including asset management, retirement planning, and investment strategies. With over two decades of experience in the finance sector, he has built a robust career that spans various prestigious institutions, showcasing his expertise in managing high net worth individuals' portfolios. Calvin holds a Bachelor's degree in Finance from St. John's University, which laid the foundation for his extensive knowledge in financial advisory and planning. His career trajectory includes significant roles at Citigroup, Capital One, and North Fork Bank, reflecting his adaptability and deep understanding of the financial landscape. Calvin's commitment to client success is evident through his strategic financial planning approach, ensuring optimal asset allocation and investment performance. He is well-versed in navigating complex financial products, making him a trusted advisor in wealth management. Outside of his professional endeavors, Calvin is likely to engage in community initiatives, given his extensive background in various organizational settings.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Calvin Lem

Work Experience

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Senior Vice President - Citi Personal Wealth Management at

Citigroup Global Capital Markets Inc.

June 2015 - Present

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Vice President - Personal Wealth Management at

Citibank

June 2015 - April 2024

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Financial Consultant at

Capital One Financial Advisors LLC

April 1999 - April 2024

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Assistant Vice President at

Capital One Financial Corporation

April 1999 - April 2024

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Senior Financial Advisor at

Barnes & Noble, Inc.

January 2004 - January 2006

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Professional Representative at

Merck

April 1996 - September 1999

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Calvin Lem

Education

St. John's University (New York City), Ba

January 1987 - January 1991

Jamaica high School

January 1984 - January 1987

Frequently Asked Questions about Calvin Lem

What is Calvin Lem email address?

Calvin Lem's primary email address is **********@citigroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Calvin Lem work for?

Calvin Lem is a Senior Vice President - Citi Personal Wealth Management at Citigroup Global Capital Markets Inc..

Where Calvin Lem graduated from?

Calvin Lem holds a degree in Finance from St. John's University (New York City).

How can I directly contact Calvin Lem?

To contact Calvin Lem directly, you can use the email address **********@citigroup.com. Complete contact information is available upon registration with Muraena.

Who is Calvin Lem?

Calvin Lem is an accomplished Senior Vice President and Senior Wealth Advisor at Citi Personal Wealth Management, specializing in a wide array of financial services including asset management, retirement planning, and investment strategies. With over two decades of experience in the finance sector, he has built a robust career that spans various prestigious institutions, showcasing his expertise in managing high net worth individuals' portfolios. Calvin holds a Bachelor's degree in Finance from St. John's University, which laid the foundation for his extensive knowledge in financial advisory and planning. His career trajectory includes significant roles at Citigroup, Capital One, and North Fork Bank, reflecting his adaptability and deep understanding of the financial landscape. Calvin's commitment to client success is evident through his strategic financial planning approach, ensuring optimal asset allocation and investment performance. He is well-versed in navigating complex financial products, making him a trusted advisor in wealth management. Outside of his professional endeavors, Calvin is likely to engage in community initiatives, given his extensive background in various organizational settings.

Calvin`s contact details

mail

**********@citigroup.com

**********@capitalone.com

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