Jake Lam
About Jake Lam
Jake Lam is an Account Executive with a background in audit and sales, having worked at various firms including Deloitte and FloQast. He holds a Bachelor of Arts in Economics and Accounting from UC Santa Barbara.
Work at Planful
Jake Lam currently serves as an Account Executive at Planful, a position he has held since 2022. In this role, he is responsible for managing client accounts and driving sales initiatives. Prior to this, he worked as a Senior Sales Development Representative at Planful for three months in 2022. His experience at Planful has contributed to his expertise in sales and account management within the financial planning software industry.
Previous Experience at Deloitte
Jake Lam gained significant experience at Deloitte, where he held several roles. He worked as a Senior Audit Assistant for two months in 2019 and as an Audit Assistant from 2018 to 2019 for ten months. Additionally, he completed an Assurance Internship in 2017 for two months. His time at Deloitte provided him with a strong foundation in auditing and assurance services.
Experience at FloQast
Jake Lam worked at FloQast in various capacities from 2019 to 2022. He started as a Business Development Representative for one year, then advanced to Senior Business Development Representative for six months in 2021. He later transitioned to an Account Executive role, which he held for nine months until 2022. His tenure at FloQast enhanced his skills in business development and client relations.
Education and Expertise
Jake Lam studied at the University of California, Santa Barbara, where he earned a Bachelor of Arts in Economics and Accounting from 2014 to 2018. His academic background has equipped him with a solid understanding of economic principles and accounting practices, which he applies in his professional roles.
Early Career Background
Before his roles in finance and sales, Jake Lam worked in various positions that contributed to his early career development. He served as Office Staff at Trifecta Management Group from 2014 to 2016 and as a Retail Associate at Abercrombie & Fitch for nine months in 2014. Additionally, he was an Annual Fund Student Ambassador at UC Santa Barbara from 2016 to 2018, where he engaged with alumni and contributed to fundraising efforts.