Sonam Lama

Mr. Lama joined the Treasury Partners Corporate Cash Management Group in 2021. He previously was with H&R Block in client services.

Mr. Lama’s primary responsibilities are in the area of servicing client relationships.

In addition to guiding new clients through the account opening process, his responsibilities include assisting clients in accessing their online reports and statements, as well as providing tax data, disbursing funds, and processing wire transfers. He also assists in trade reconciliation and portfolio management systems support within the Portfolio Management Group.

Mr. Lama is a graduate of the University of Buffalo where he earned his BS degree in Business Administration with a concentration in Finance and a minor in Japanese.

In addition to English he is fluent in several languages, including Japanese, Nepali, Hindi, and Tibetan.