Rachael Snow Lam

Current Employers

Employment History

• 03/2026 → Present
  Central Steel Buildings Inc
  Mount Airy, NC
• 11/2025 → Present
  Auriex Wealth Advisors Llc
  New York, NY
• 06/2021 → Present
  Rnr Tax And Finance Inc.
  Walpole, NH
• 07/2009 → 03/2026
  Bank Of America
  New York, NY
• 11/2025 → Present
  Real Broker, Llc
  New York, NY

Other Businesses

the name of the other business; RNR Tax and Finance Inc. whether the business is investment-related; Not Investment Related the address of the other business; 491 March Hill Rd, Walpole, NH 03608 the nature of the other business; A tax and accounting services business, specifically providing bookkeeping, payroll preparation, and tax preparation services. your position; title, or relationship with the other business; Founder and CEO the start date of your relationship; 06/2021 the approximate number of hours/month you devote to the other business; 25 percent of time or 43 hours a month. the number of hours you devote to the other business during securities trading hours; 25 percent of time or 43 hours a month. and briefly describe your duties relating to the other business; preparing and reviewing tax returns, providing bookkeeping services, and assisting clients with payroll administration. the name of the other business; Agent under "Real Broker, LLC" whether the business is investment-related. Not Investment Related. the address of the other business; my home address: 380 Rector Pl Apt 12G, New York NY 10280 the nature of the other business; Real Estate Agent your position; title, or relationship with the other business; position/title: Real Estate salesperson, relationship: sales agent the start date of your relationship; 11/15/2025 the approximate number of hours/month you devote to the other business; 5 hours/month or 2.8% a month the number of hours you devote to the other business during securities trading hours; 0 hours and briefly describe your duties relating to the other business: complete sales/purchase contract, follow up with client on sales progress, attend real estate closing meeting when necessary. the name of the other business; Employee under "Central Steel Buildings Inc" whether the business is investment-related. Not Investment Related. the address of the other business; 181 Wolltz St. Mount Airy, NC 27030 the nature of the other business; Steel Manufacturing your position; title, or relationship with the other business; position/title: business advisor, working remotely the start date of your relationship; 03/01/2026 the approximate number of hours/month you devote to the other business; 8 hours/month or 4.6% a month the number of hours you devote to the other business during securities trading hours; 0 hours and briefly describe your duties relating to the other business: advising on business operations, books, tax related assistance.

Designations

Other Names

• Rachael Lam