Karmen Lai is the Client Experience Director for Fortis Lux Financial. She is responsible for ongoing support and enhancing the service quality to clients with respect to the firm’s products and services. She deeply committed to ensuring significant outcome for every client that she works with. Her mission is to encompass others to achieve their goals.
Prior to joining the firm, Karmen worked as a Financial Advisor. She joined the organization in 2013 as Financial Advisor, then was hired by the Managing Director as New Business Analyst bringing several years of key experience to the role from her prior position. Her passion, knowledge, skills, and the vitality and energy she brought to clients and the organization resulted in her being promoted to Client Experience Director in 2015.
Karmen received dual bachelor degrees in economics and accounting with minor in finance. She is a registered representative, also holds full line of insurance license, including life, health, property and casualty. She is literate in Cantonese and Mandarin.
Karmen is a member of the Financial Women Association (FWA). She enjoys exploring to different cultures through traveling and currently resides in Staten Island, New York.