Frank Lam

Frank Lam

Financial Advisor

Followers of Frank Lam388 followers
location of Frank LamAustin, Texas, United States

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  • Timeline

  • About me

    Sourcing and Implementation Specialist | Deal Desk Manager | Client Relations | PMP

  • Education

    • The University of Texas at Austin

      1998 - 2003
      BA Economics
  • Experience

    • Ameriprise Financial Services, LLC

      Feb 2004 - Sept 2005
      Financial Advisor

      Provided long-term financial planning and advisory services to individuals and families including risk mitigation, asset allocation, investment selection, and estate planning.

    • JPMorgan Chase & Co.

      Sept 2005 - Sept 2006
      Premier Banker

      Advised individuals and businesses on tailored banking solutions including general account services, lending, investments, insurance, and small business solutions.

    • APS Capital Clearing Corp.

      Oct 2006 - Sept 2010

      Led the research and sourcing efforts of the Special Situations group with a focus on corporate bankruptcy vendor claims. Provided operational and transactional support to the Special Situations group including CRM database management, financial modeling, case research, marketing and sales support.

      • Research Analyst

        Apr 2008 - Sept 2010
      • Trading Assistant

        Oct 2006 - Apr 2008
    • Artesian Claims Group

      Oct 2010 - Sept 2018
      Managing Member/Deal Desk Manager

      Provided research, strategy development and sourcing execution of bankruptcy trade claims to institutional investment funds. Managed on average 4 initiatives concurrently with budgets ranging from $1 -20 million resulting in $120 million plus of deployed capital.

    • Han-Hwa Investments

      Nov 2016 - now
      Managing Partner

      Manages residential property renovation projects and provides general property management services.

    • Flam Ryburn

      Jun 2017 - Sept 2019
      Director of Acquisitions

      Owned the end-to-end property acquisition cycle of highly distressed residential and commercial properties through the creation and implementation of bespoke curative strategies to abate title defects. Led simultaneous client initiatives resulting in over 15 successful implementations with an aggregate project value of over $8 million.

  • Licenses & Certifications

    • Project Management Professional (PMP)

      Project Management Institute
      Jan 2022
  • Volunteer Experience

    • Chairperson

      Issued by North Austin Civic Association Neighborhood Plan Contact Team on May 2019
      North Austin Civic Association Neighborhood Plan Contact TeamAssociated with Frank Lam
    • Membership Chair

      Issued by PMI Austin Chapter on Jan 2022
      PMI Austin ChapterAssociated with Frank Lam
    • Director of Educational Partnerships

      Issued by PMI Austin Chapter on Jan 2023
      PMI Austin ChapterAssociated with Frank Lam