Michelle Lam

Senior Associate

Location

Sydney

Michelle has worked in the financial services industry since 2006 and works in a team with Simon Duckett & Jordan Ryan.

Michelle joined Koda with a financial markets career spanning more than 13 years.

Michelle started her career at Link Market Services Share Registry while completing a Bachelor of Mathematics and Finance degree.

Prior to joining Koda, Michelle worked at Morgan Stanley in several roles over 11 years. Starting in 2008 Michelle worked in Morgan Stanley’s institutional arm across Corporate Actions, Client Services and Settlement teams and in 2013 she transitioned to the Morgan Stanley Private Wealth Management business as a Client Service Associate where she supported 3 advisers.

Michelle has extensive experience in order placement, cash management, reconciliation, reporting, bookings, corporate actions, portfolio administration and settlement of a diverse range of products for both domestic and international platforms.

Michelle works in Simon Duckett’s team with Jordan Ryan to provide clients with suitably successful investment outcomes in a transparent, prudent, ethical and cost effective manner.

 

Location

Sydney