Amanda Batson-Lamb Email & Phone Number
Financial Planning Specialist @ Financial Services Company
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Amanda Batson-Lamb Location
- Charlotte, NC, US
Amanda Batson-Lamb Work
- 2013 -now Financial Planning Specialist @
- 2012 -2013 Executive Personal Assistant @
- 2007 -2010 Registered Client Associate @
- 2004 -2007 Financial Officer @
- 2002 -2003 Agency Manager @
Amanda Batson-Lamb Education
- University of North Carolina at Charlotte
Certified Financial Planner
2006-2007 - University of North Carolina at Charlotte
BA
1997-2001
Amanda Batson-Lamb Skills
- Strategic Financial Planning
- Investments
- Financial Advisory
- Financial Services
- Finance
- High Net Worth Individuals
- Wealth
- Financial Planners
- Private Banking
- Wealth Management
- Series 7
- Retirement Planning
- Asset Allocation
- Series 63
- Mutual Funds
- Securities
- Asset Management
- Strategic Planning
- Financial Planning
- Insurance
- Trading
Amanda Batson-Lamb Summary
- Amanda Batson-Lamb, based in Charlotte, NC, US, is currently a Financial Planning Specialist at Ameriprise Financial Services, LLC. Amanda Batson-Lamb brings experience from previous roles at Kare Partners, Merrill Lynch, US Trust and Principal Financial Group. Amanda Batson-Lamb holds a 2006 - 2007 Certified Financial Planner @ University of North Carolina at Charlotte. With a robust skill set that includes Strategic Financial Planning, Investments, Financial Advisory, Financial Services, Finance and more. Amanda Batson-Lamb has 2 emails and 1 mobile phone numbers on RocketReach.
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