C. Lamb Email & Phone Number
Vice President of Business Development @ Allworth Financial
5 free lookup(s).
C. Lamb Location
- California, United States
C. Lamb Work
- 2018 - now Vice President of Business Development @
- 2018 - now VP, Business Development @
- 2018 - 2018 SVP, Business Consulting Western Division @
- 2011 - 2018 Vice President, Strategic Relations @
- 2008 - 2010 Vice President, Business Development @
- 2005 - 2008 Financial Advisor @
- 1998 - 2005 President @ Medical Resources Unlimited, Inc
- 1990 - 1998 Lieutenant, Naval Aviator @
C. Lamb Education
- San Diego State University
MBA (Entrepreneurship)
1998 - 2001 - Loyola Marymount University
BA (Business)
1986 - 1990 - Columbia Business School 2022null
C. Lamb Skills
- Series 7
- Wealth Management
- Investment Advisory
- Mutual Funds
- Asset Allocation
- Financial Advisory
- ETFs
- Series 63
- Investment Strategies
- Strategic Planning
- Strategy
- Investment Management
- Client Experience
- Practice Management
- Wholesaling
- Process Development
- Marketing Strategy
- Partner Relationship Management
- Presentations
- Training
- Sales Management
- Sales
- Oral & Written Communication Skills
- Series 65
- Certified Financial Planner
- Series 24
- Retirement Planning
- Investments
- Asset Management
- Financial Planning
- Portfolio Management
- Securities
- Life Insurance
- Variable Annuities
- Fixed Annuities
- Indexed Annuities
- Key Account Relationship Building
- Recruiting
- Management
- Oral and Written Communication Skills
- Certified Financial
- Business Development
- Partner Relationship
- Leadership
- Project Management
- Trading
- Emergency Management
- Public Speaking
- Oral and Written
- Finance
- Customer Relationship Management Crm
- Sales Process
- Strategic Partnerships
- Business
- Financial Services
- Equities
- Mergers and Acquisitions M&A
- Establishing Strategic Partnerships
- Succession Planning
- Business Strategy
- Customer Relationship Management
- Mergers and Acquisitions
C. Lamb Summary
- C. Lamb, based in California, United States, is currently a Vice President of Business Development at Allworth Financial. C. Lamb brings experience from previous roles at Allworth Financial, LPL Financial and Loring Ward. C. Lamb holds a 1998 - 2001 MBA in Entrepreneurship @ San Diego State University. With a robust skill set that includes Series 7, Wealth Management, Investment Advisory, Mutual Funds, Asset Allocation and more. C. Lamb has 1 emails and 1 mobile phone numbers on RocketReach.
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