James Lam
Specialist at Northern Trust Wealth Management
- Role
- Specialist, Operations Liasion Group at Northern Trust Wealth Management
- Location
- Tempe, AZ, US
- LinkedIn followers
- 500 followers
About James Lam
Specialist and Vice President at Northern Trust Wealth Management\'s Operations Liaison Group. Focus primarily on operational efficiencies, technology enhancements, and integrating various silos. I also leverage prior subject matter expertise in Cash/Treasury Management, Global Payments, Finance, and banking to approach issues and escalations that directly impact Northern Trust Wealth Management.I also have experiences as a Manager and dedicated people leader with ownership of daily BAU activities, platform / technology development initiatives, vendor management, and project management/oversight.Specialties: CFA Charterholder, SWIFT Network messaging, Spanish fluency
Experience
Specialist, Operations Liasion Group
Northern Trust Wealth Management
Feb 2025 — Present · Tempe, AZ, US
Education
Illinois Wesleyan University
Bachelor of Arts (B.A.), Business Administration concentration in Finance, Hispanic Studies (Double Major)
2007 — 2011
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