Calvin Lem

Senior Vice President - Citi Personal Wealth Management at Citigroup Global Capital Markets Inc.

📍 Scarsdale, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Experience

20 Years

Current Role

Senior Vice President - Citi Personal Wealth Management

Job Level

Leadership

Location

Scarsdale, New York, United States

Personality Overview

Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.

Priorities

Topics Calvin cares about

Strategic Priorities

Topic insights and context to help personalize outreach and discovery conversations.

Career

Work history

6-2015

Senior Vice President - Citi Personal Wealth Management

Citigroup Global Capital Markets Inc.

6-2015 - 4-2024

Vice President - Personal Wealth Management

Citibank

4-1999 - 4-2024

Financial Consultant

Capital One Financial Advisors

4-1999 - 4-2024

Assistant Vice President

Capital One

2004 - 2006

Senior Financial Advisor

North Fork Bank

In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.

Education

1987 - 1991

St. John's University

1984 - 1987

Education details unavailable

Jamaica High School

Social presence

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