Eric Tam

Eric Tam has worked in the financial services industry since 2009. Eric began their career as a Bank Teller at Wachovia Bank, where they kept records of money and negotiable instruments and provided excellent member services. In 2011, they moved to Wells Fargo as a Personal Banker. In 2012, they joined BBVA Compass as a Licensed Senior Financial Sales Advisor, where they marketed retail/business banking, lending and investment solutions from general to affluent clients. In 2014, they moved to HSBC as a Jade Relationship Manager and then a Premier Relationship Manager, where they managed a book of 200+ clients and lead periodic reviews to better understand client needs. In 2021, they joined Roostify as a Customer Success Manager and was promoted to Senior Customer Success Manager in February 2022. In this role, they are managing Roostify's largest and most strategic accounts and is the top revenue producer of 2022, leading the Customer Success team and surpassing individual sales goals by 200%.

Eric Tam's education history consists of an Associate's degree from De Anza College obtained between 2001 and 2003, an Automotive Science Degree from Wyotech-Fremont obtained between 2003 and 2005, and Advertising studies from San Jose State University obtained between 2006 and 2008. Eric also holds certifications in Client Investment Theory and Strategies from INSEAD (2020), Client Communication and Engagement from INSEAD (2020), Customer Success Manager 101 from Udemy (2019), Life and Health Insurance #0H83645, NMLS #748292, Series 6, and Series 63.