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Calvin Lem
Calvin Lem
Senior Vice President - Citi Personal Wealth Management | Citigroup Global Capital Markets Inc.
Village of Scarsdale, New York, United States
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.
Calvin Lem
Work Experience
Senior Vice President - Citi Personal Wealth Management at
Citigroup Global Capital Markets Inc.
June 2015 - Present
Vice President - Personal Wealth Management at
Citibank
June 2015 - April 2024
Financial Consultant at
Capital One Financial Advisors LLC
April 1999 - April 2024
Assistant Vice President at
Capital One Financial Corporation
April 1999 - April 2024
Senior Financial Advisor at
Barnes & Noble, Inc.
January 2004 - January 2006
Professional Representative at
Merck
April 1996 - September 1999
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
**********@citigroup.com
**********@capitalone.com
Colleagues
Senior Vice President
VP - Sec & Derivatives Sr Manager
Managing Director
Supervisory Principal, VP
Vice President
Senior Vice President