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Jessica Lam

Jessica Lam

Trader

Haywood Securities Inc.

Vancouver based stock trader who has been on both sides of the financial industry - brokerage/banking and company relations. Passionate about communication and branding while spending free time engulfed in fitness and wellness.

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Haywood Securities Inc.

Trader

Acting as the personal trader for a well respected and seasoned stock broker. This is my dream role, the one I have been vying for 10 years. Since starting, I have submerged myself into the position and am hungry to learn more. Not just in the aspects of trading, but to further expand my knowledge and expertise in finance, in particular with deal making and promotion. I know that this is where I want to be and can only hope to continue to develop myself going forward.

Vancity // Credential Securities Inc.

Investment Advisor Support

Dually employed with Vancity and Credential Securities Inc. Providing one on one support with an Investment Advisor from administrative duties to account and client management. Aided the advisor in analyzing client accounts to determine whether clients should remain commission based or fee based. It was our priority to give clients the best service attainable and to create a friendly and secure relationship.

MovEnt (Movement Enterprise Society)

Treasurer, Board of Directors

Volunteer position acting on the Board of Directors for MovEnt, a Vancouver based, charitable non-profit dance society devoted to producing dance work, supporting dance artists and developing an audience for dance.
The Board had elected me to act as the Treasurer at the April 2015 meeting.

Namdo Management Services Ltd.

Project Aide

Contracted to assist the Head of Corporate Development on an Investor Relations Report, which reaffirmed my love of creating reports, researching and providing information. The reports were live-linked to Bloomberg from Excel and provided insight to company executives on the monthly performance of the company's stock.

Raymond James Ltd.

Trading and Research Specialist

As the trader for a Portfolio Management team with assets over $400M, I oversaw all aspects of trading for the team and the 7 tailored portfolios that we managed. Being a results-driven individual, I was able to efficiently trade multiple accounts and ensure that trades were executed in a timely manner.

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Career

Woodstone Capital Inc.

Investment Advisor Assistant

Being the sole assistant to 6 Investment Advisors and the CFO, I developed knowledge of all the moving parts of a brokerage firm - from trading, to administration, to compliance, and so on. This role let me experience all sides of the brokerage and taste-test what I liked and didn't like, which eventually led me into my next role as the Trader for a Portfolio Management team.

Haywood Securities Inc.

Trading Assistant

A summer internship position to give me a taste of the Finance Industry. I worked directly with a Trader who was a great hands-on teacher in showing me the ropes. This summer piqued my interest in the ever-exciting, fast-paced world of being in the markets.

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Canadian Securities Institute

Technical Analysis Course
Wealth Management Essentials Course
Trader's Training Course
Conduct and Practices Handbook
Canadian Securities Course

Education

Wilfrid Laurier University

Honors Bachelor of Arts, Communication Studies; Minor in Economics

I began my studies in Economics, but soon after switched to Communication Studies where I put a focus on Marketing and Advertising. I thoroughly enjoyed writing term thesis reports and would say my favourite must have been on the Sensationalism of Media. I continued to study Economics as a Minor as I believe it gave me a strong understanding of the Business world and how the economy functions.

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Strala Yoga NYC

Strala Intensive 1-Week Training

Strala is the movement system that ignites freedom. I spent a week in NYC learning and understanding the Strala method on how to lead classes and spread freedom with ease. Strala is an intuitive practice and I am proud to be a Strala guide.

Education