Alexandra Lambert Email & Phone Number
Director of Client Service @ Coldstream Wealth Management
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Alexandra Lambert Location
- Seattle, WA, US
Alexandra Lambert Work
- 2022 -now Director of Client Service @
- 2015 -2025 Client Team Operations Manager @
- 2014 -2015 Financial Assistant @ George R. Pierce & Associates
- 2006 -2014 Financial Assistant @
- 2004 -2006 Financial Advisor @ Pacific Capital Resource Group
Alexandra Lambert Education
- Washington State University 2000-2004
Alexandra Lambert Skills
- Operations Management
- Brokerage
- Process Improvement
- Financial Services
- Management
- Microsoft Office
- Junxure
- Salesforce
- eMoney
- Portfolio Center
- LPL Branchnet
- Morningstar Office
- DST Vision/DST Fanmail
- Series 7
- Series 66
- Life Insurance
- Long Term Care Insurance
Alexandra Lambert Summary
- Alexandra Lambert, based in Seattle, WA, US, is currently a Director of Client Service at Coldstream. Alexandra Lambert brings experience from previous roles at Coldstream, George R. Pierce & Associates, First Tech Federal Credit Union and Pacific Capital Resource Group. Alexandra Lambert holds a 2000 - 2004 Washington State University. With a robust skill set that includes Operations Management, Brokerage, Process Improvement, Financial Services, Management and more. Alexandra Lambert has 1 emails and 1 mobile phone numbers on RocketReach.
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